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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 | $9,234 | $138,078-93.3% | $125,363-92.6% | $134,509-93.1% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -84.06% | 750.49%-834.6pp | 572.15%-656.2pp | 418.13%-502.2pp |
| Employer contribution / active EE | $8,884 | $5,245+69.4% | $4,815+84.5% | $4,741+87.4% |
| Participant deferral / active EE | $41,200 | $7,800+428.2% | $7,447+453.2% | $6,400+543.7% |
| Admin fee / account holder | $8,305 | $11,566-28.2% | $10,005-17.0% | $11,427-27.3% |