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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 | $8,274 | $152,597-94.6% | $117,533-93.0% | $134,532-93.8% |
| Participation rate | 0.0% | 77.1%-77.1pp | 70.6%-70.6pp | 81.2%-81.2pp |
| Annual return | -23.24% | 53.04%-76.3pp | 29.77%-53.0pp | 418.27%-441.5pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,028 | $4,821-78.7% | $4,072-74.8% | $6,401-83.9% |
| Admin fee / account holder | $14,112 | $7,007+101.4% | $5,647+149.9% | $11,429+23.5% |