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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 | $417 | $169,361-99.8% | $129,397-99.7% | $145,877-99.7% |
| Participation rate | 14.3% | 76.5%-62.2pp | 69.6%-55.3pp | 80.3%-66.0pp |
| Annual return | -91.33% | 14395.54%-14486.9pp | 9453.98%-9545.3pp | 551.28%-642.6pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,636 | $9,903-53.2% | $7,679-39.6% | $13,402-65.4% |