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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.)
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 | $16,074 | $197,819-91.9% | $155,789-89.7% | $125,389-87.2% |
| Participation rate | 61.9% | 82.1%-20.2pp | 76.1%-14.2pp | 83.2%-21.3pp |
| Annual return | -0.62% | 86.73%-87.3pp | 71.54%-72.2pp | 282.24%-282.9pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,481 | $5,631-55.9% | $4,798-48.3% | $5,352-53.6% |
| Admin fee / account holder | $2,551 | $9,544-73.3% | $7,477-65.9% | $9,541-73.3% |