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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 | $22,149 | $180,459-87.7% | $154,108-85.6% | $135,380-83.6% |
| Participation rate | 44.4% | 87.4%-43.0pp | 83.0%-38.6pp | 82.6%-38.2pp |
| Annual return | -3.37% | 888.21%-891.6pp | 735.21%-738.6pp | 519.81%-523.2pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,247 | $5,806-44.1% | $5,081-36.1% | $5,609-42.1% |
| Admin fee / account holder | $32,104 | $16,145+98.8% | $13,411+139.4% | $10,828+196.5% |