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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 | $20,087 | $180,459-88.9% | $154,108-87.0% | $135,380-85.2% |
| Participation rate | 47.1% | 87.4%-40.4pp | 83.0%-36.0pp | 82.6%-35.6pp |
| Annual return | -8.69% | 888.21%-896.9pp | 735.21%-743.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,064 | $5,806-64.4% | $5,081-59.4% | $5,609-63.2% |
| Admin fee / account holder | $841 | $16,145-94.8% | $13,411-93.7% | $10,828-92.2% |