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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 | $169,161-98.1% | $129,295-97.5% | $145,959-97.8% |
| Participation rate | 16.7% | 76.5%-59.8pp | 69.6%-53.0pp | 80.3%-63.6pp |
| Annual return | -45.71% | 14348.07%-14393.8pp | 9429.28%-9475.0pp | 561.95%-607.7pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $392 | $4,989-92.1% | $4,169-90.6% | $6,689-94.1% |
| Admin fee / account holder | $1,088 | $9,878-89.0% | $7,665-85.8% | $13,398-91.9% |