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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 | $1,531 | $138,102-98.9% | $125,381-98.8% | $134,532-98.9% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -23.71% | 750.73%-774.4pp | 572.31%-596.0pp | 418.27%-442.0pp |
| Employer contribution / active EE | $4,918 | $5,245-6.2% | $4,815+2.1% | $4,741+3.7% |
| Participant deferral / active EE | $5,623 | $7,801-27.9% | $7,448-24.5% | $6,401-12.2% |
| Admin fee / account holder | $51,801 | $11,568+347.8% | $10,007+417.6% | $11,429+353.3% |