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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 | $18,506 | $150,346-87.7% | $120,524-84.6% | $145,877-87.3% |
| Participation rate | 0.0% | 78.8%-78.8pp | 71.9%-71.9pp | 80.3%-80.3pp |
| Annual return | 6.81% | 154.40%-147.6pp | 107.36%-100.5pp | 551.28%-544.5pp |
| Employer contribution / active EE | $2,514 | $4,353-42.3% | $3,469-27.5% | $4,663-46.1% |
| Participant deferral / active EE | $7,894 | $6,172+27.9% | $4,994+58.1% | $6,691+18.0% |
| Admin fee / account holder | $53,137 | $12,215+335.0% | $9,440+462.9% | $13,402+296.5% |