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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 | $107,030-100.0% | $73,550-100.0% | $147,586-100.0% |
| Participation rate | 6.7% | 66.4%-59.7pp | 54.9%-48.3pp | 82.8%-76.2pp |
| Annual return | -149.75% | 38.25%-188.0pp | -15.16%-134.6pp | 578.59%-728.3pp |
| Employer contribution / active EE | $3 | $1,760-99.8% | $1,219-99.7% | $4,876-99.9% |
| Participant deferral / active EE | $3 | $2,458-99.9% | $1,804-99.8% | $5,439-99.9% |
| Admin fee / account holder | $341 | $3,055-88.8% | $2,320-85.3% | $10,886-96.9% |