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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 | $3,244 | $169,336-98.1% | $129,384-97.5% | $145,884-97.8% |
| Participation rate | 16.7% | 76.5%-59.8pp | 69.6%-53.0pp | 80.3%-63.6pp |
| Annual return | -45.71% | 14408.70%-14454.4pp | 9461.77%-9507.5pp | 551.85%-597.6pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $392 | $4,985-92.1% | $4,166-90.6% | $6,690-94.1% |
| Admin fee / account holder | $1,088 | $9,912-89.0% | $7,686-85.8% | $13,392-91.9% |