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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 | $3,558 | $190,862-98.1% | $159,991-97.8% | $134,509-97.4% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.0%-78.0pp | 81.2%-81.2pp |
| Annual return | -26.39% | 552.59%-579.0pp | 408.82%-435.2pp | 418.13%-444.5pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,448 | $6,924-64.6% | $6,183-60.4% | $6,400-61.7% |
| Admin fee / account holder | $432 | $10,495-95.9% | $8,715-95.0% | $11,427-96.2% |