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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 | $4,405 | $38,006-88.4% | $161,489-97.3% | $89,670-95.1% |
| Participation rate | 0.1% | 55.7%-55.6pp | 78.7%-78.6pp | 71.2%-71.1pp |
| Annual return | -4.11% | 51.85%-56.0pp | 89.72%-93.8pp | 19.66%-23.8pp |
| Employer contribution / active EE | $0 | $1,536-100.0% | $4,268-100.0% | $4,041-100.0% |
| Participant deferral / active EE | $0 | $1,865-100.0% | $5,630-100.0% | $3,962-100.0% |
| Admin fee / account holder | $963 | $249+286.3% | $16,006-94.0% | $352+173.7% |