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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 | $6,133 | $97,761-93.7% | $83,850-92.7% | $135,382-95.5% |
| Participation rate | 28.6% | 80.0%-51.4pp | 76.1%-47.6pp | 82.6%-54.1pp |
| Annual return | -56.58% | 1287.44%-1344.0pp | 850.92%-907.5pp | 519.77%-576.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,895 | $4,682-59.5% | $4,082-53.6% | $5,609-66.2% |
| Admin fee / account holder | $464 | $6,674-93.1% | $5,478-91.5% | $10,829-95.7% |