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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 | $4,119 | $104,106-96.0% | $71,086-94.2% | $135,382-97.0% |
| Participation rate | 0.0% | 65.7%-65.7pp | 54.7%-54.7pp | 82.6%-82.6pp |
| Annual return | -31.02% | 1256.30%-1287.3pp | 650.59%-681.6pp | 519.77%-550.8pp |
| Employer contribution / active EE | $185 | $1,485-87.5% | $1,088-83.0% | $4,779-96.1% |
| Participant deferral / active EE | $813 | $2,527-67.8% | $1,874-56.6% | $5,609-85.5% |
| Admin fee / account holder | $523 | $4,142-87.4% | $3,082-83.0% | $10,829-95.2% |