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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 | $1,872 | $138,114-98.6% | $125,391-98.5% | $134,545-98.6% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -25.71% | 750.88%-776.6pp | 572.41%-598.1pp | 418.37%-444.1pp |
| Employer contribution / active EE | $1,711 | $5,246-67.4% | $4,816-64.5% | $4,742-63.9% |
| Participant deferral / active EE | $5,152 | $7,801-34.0% | $7,448-30.8% | $6,401-19.5% |
| Admin fee / account holder | $2,576 | $11,570-77.7% | $10,009-74.3% | $11,431-77.5% |