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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36 | $185,883-100.0% | $170,043-100.0% | $139,466-100.0% |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.0%-87.0pp | 80.3%-80.3pp |
| Annual return | 0.50% | 60.54%-60.0pp | 53.40%-52.9pp | 373.66%-373.2pp |
| Employer contribution / active EE | $6,625 | $7,596-12.8% | $6,790-2.4% | $4,754+39.4% |
| Participant deferral / active EE | $17,667 | $11,626+52.0% | $10,410+69.7% | $6,712+163.2% |
| Admin fee / account holder | $614,064 | $15,393+3889.1% | $12,824+4688.3% | $11,409+5282.4% |