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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 | $4,807 | $156,963-96.9% | $121,204-96.0% | $139,466-96.6% |
| Participation rate | 10.0% | 76.5%-66.5pp | 69.5%-59.5pp | 80.3%-70.3pp |
| Annual return | -79.49% | 1476.75%-1556.2pp | 987.18%-1066.7pp | 373.66%-453.2pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $431 | $4,848-91.1% | $4,083-89.4% | $6,712-93.6% |
| Admin fee / account holder | $2,426 | $6,953-65.1% | $5,651-57.1% | $11,409-78.7% |