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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 | $5,515 | $45,566-87.9% | $64,105-91.4% | $59,633-90.8% |
| Participation rate | 0.0% | 60.2%-60.2pp | 68.2%-68.2pp | 68.7%-68.7pp |
| Annual return | -8.66% | 4.95%-13.6pp | 791.24%-799.9pp | 2041.45%-2050.1pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,614 | $2,057+75.7% | $2,822+28.1% | $3,192+13.2% |
| Admin fee / account holder | $576 | $3,268-82.4% | $4,499-87.2% | $4,297-86.6% |