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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 | $3,776 | $93,346-96.0% | $71,796-94.7% | $273,972-98.6% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.1%-69.1pp | 83.0%-83.0pp |
| Annual return | -99.04% | 130.39%-229.4pp | 78.04%-177.1pp | 41.46%-140.5pp |
| Employer contribution / active EE | $3,694 | $2,733+35.1% | $1,924+92.0% | $4,869-24.1% |
| Participant deferral / active EE | $5,439 | $3,475+56.5% | $2,794+94.6% | $5,287+2.9% |
| Admin fee / account holder | $5,777 | $6,571-12.1% | $4,815+20.0% | $10,133-43.0% |