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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 | $3,810 | $106,551-96.4% | $91,225-95.8% | $134,532-97.2% |
| Participation rate | 7.1% | 76.8%-69.7pp | 73.2%-66.1pp | 81.2%-74.1pp |
| Annual return | -25.44% | 160.78%-186.2pp | 114.12%-139.6pp | 418.27%-443.7pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,132 | $6,234-81.8% | $5,422-79.1% | $11,429-90.1% |