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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 | $2,200 | $129,737-98.3% | $119,126-98.2% | $154,746-98.6% |
| Participation rate | 0.0% | 78.9%-78.9pp | 75.8%-75.8pp | 80.7%-80.7pp |
| Annual return | -17.10% | 379.08%-396.2pp | 282.11%-299.2pp | 172.34%-189.4pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,501 | $5,842-23.0% | $5,318-15.4% | $6,730-33.1% |
| Admin fee / account holder | $10,635 | $11,961-11.1% | $10,693-0.5% | $14,365-26.0% |