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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 | $3,424 | $92,766-96.3% | $82,763-95.9% | $134,545-97.5% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 81.2%-43.7pp |
| Annual return | -12.94% | 946.97%-959.9pp | 702.45%-715.4pp | 418.37%-431.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,817 | $4,802-41.4% | $4,395-35.9% | $6,401-56.0% |
| Admin fee / account holder | $11,261 | $5,978+88.4% | $5,325+111.5% | $11,431-1.5% |