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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 | $9,814 | $215,361-95.4% | $171,082-94.3% | $273,972-96.4% |
| Participation rate | 0.0% | 82.0%-82.0pp | 76.7%-76.7pp | 83.0%-83.0pp |
| Annual return | -95.48% | 25.14%-120.6pp | 32.56%-128.0pp | 41.46%-136.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,125 | $5,543-79.7% | $4,797-76.5% | $5,287-78.7% |
| Admin fee / account holder | $21,578 | $10,846+98.9% | $8,520+153.3% | $10,133+113.0% |