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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 | $90,607-100.0% | $79,467-100.0% | $135,380-100.0% |
| Participation rate | 4.8% | 76.0%-71.3pp | 73.3%-68.6pp | 82.6%-77.9pp |
| Annual return | -119.66% | 977.74%-1097.4pp | 718.30%-838.0pp | 519.81%-639.5pp |
| Employer contribution / active EE | $417 | $3,068-86.4% | $2,800-85.1% | $4,779-91.3% |
| Participant deferral / active EE | $2,029 | $4,050-49.9% | $3,704-45.2% | $5,609-63.8% |
| Admin fee / account holder | $22,299 | $5,895+278.3% | $5,104+336.9% | $10,828+105.9% |