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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 | $3,871 | $58,258-93.4% | $81,820-95.3% | $80,925-95.2% |
| Participation rate | 0.0% | 63.5%-63.5pp | 72.4%-72.4pp | 67.7%-67.7pp |
| Annual return | -21.70% | 41.76%-63.5pp | 777.93%-799.6pp | 35.65%-57.3pp |
| Employer contribution / active EE | $2,065 | $2,345-12.0% | $2,915-29.2% | $2,756-25.1% |
| Participant deferral / active EE | $3,474 | $3,284+5.8% | $4,323-19.6% | $4,299-19.2% |
| Admin fee / account holder | $3,020 | $4,976-39.3% | $7,391-59.1% | $6,940-56.5% |