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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 | $24,230 | $168,635-85.6% | $147,617-83.6% | $125,389-80.7% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -1.57% | 77.65%-79.2pp | 61.98%-63.6pp | 282.24%-283.8pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,919 | $5,507-47.0% | $4,895-40.4% | $5,352-45.5% |
| Admin fee / account holder | $1,798 | $13,580-86.8% | $11,612-84.5% | $9,541-81.2% |