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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 | $3,107 | $104,106-97.0% | $71,086-95.6% | $135,382-97.7% |
| Participation rate | 37.5% | 65.7%-28.2pp | 54.7%-17.2pp | 82.6%-45.1pp |
| Annual return | -60.74% | 1256.30%-1317.0pp | 650.59%-711.3pp | 519.77%-580.5pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,248 | $2,527-50.6% | $1,874-33.4% | $5,609-77.7% |
| Admin fee / account holder | $2,377 | $4,142-42.6% | $3,082-22.9% | $10,829-78.0% |