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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 | $4,353 | $92,766-95.3% | $82,763-94.7% | $134,545-96.8% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -40.47% | 946.97%-987.4pp | 702.45%-742.9pp | 418.37%-458.8pp |
| Employer contribution / active EE | $1,835 | $3,273-43.9% | $3,008-39.0% | $4,742-61.3% |
| Participant deferral / active EE | $2,999 | $4,802-37.6% | $4,395-31.8% | $6,401-53.2% |
| Admin fee / account holder | $3,986 | $5,978-33.3% | $5,325-25.1% | $11,431-65.1% |