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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 | $92 | $27,936-99.7% | $58,561-99.8% | $75,173-99.9% |
| Participation rate | 4.0% | 38.8%-34.8pp | 50.9%-46.9pp | 67.2%-63.2pp |
| Annual return | -97.12% | 44.21%-141.3pp | 4251.33%-4348.4pp | 160.72%-257.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,197 | $1,727+85.1% | $2,520+26.8% | $5,651-43.4% |