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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 | $7,060 | $84,684-91.7% | $73,835-90.4% | $125,388-94.4% |
| Participation rate | 0.0% | 76.8%-76.8pp | 73.4%-73.4pp | 83.2%-83.2pp |
| Annual return | -8.64% | 3123.93%-3132.6pp | 2268.13%-2276.8pp | 282.24%-290.9pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $824 | $3,993-79.4% | $3,583-77.0% | $5,352-84.6% |
| Admin fee / account holder | $486 | $5,691-91.5% | $4,880-90.0% | $9,541-94.9% |