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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 | $3,685 | $84,685-95.6% | $73,836-95.0% | $125,389-97.1% |
| Participation rate | 65.0% | 76.8%-11.8pp | 73.4%-8.4pp | 83.2%-18.2pp |
| Annual return | -56.94% | 3123.80%-3180.7pp | 2268.06%-2325.0pp | 282.24%-339.2pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,146 | $3,993-71.3% | $3,583-68.0% | $5,352-78.6% |
| Admin fee / account holder | $2,435 | $5,694-57.2% | $4,882-50.1% | $9,541-74.5% |