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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 | $1,232 | $81,668-98.5% | $58,507-97.9% | $139,487-99.1% |
| Participation rate | 63.6% | 61.3%+2.3pp | 50.9%+12.8pp | 80.3%-16.7pp |
| Annual return | -77.34% | 7430.07%-7507.4pp | 4252.32%-4329.7pp | 373.84%-451.2pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $697 | $2,554-72.7% | $1,922-63.8% | $6,713-89.6% |
| Admin fee / account holder | $751 | $3,212-76.6% | $2,486-69.8% | $11,407-93.4% |