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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 | $3,109 | $160,070-98.1% | $147,117-97.9% | $145,897-97.9% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | -72.16% | 98.69%-170.8pp | 420.54%-492.7pp | 552.29%-624.5pp |
| Employer contribution / active EE | $1,618 | $5,285-69.4% | $4,932-67.2% | $4,663-65.3% |
| Participant deferral / active EE | $4,393 | $8,419-47.8% | $8,065-45.5% | $6,689-34.3% |
| Admin fee / account holder | $445 | $15,035-97.0% | $12,993-96.6% | $13,390-96.7% |