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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 | $13,946 | $160,059-91.3% | $140,019-90.0% | $135,379-89.7% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | -3.57% | 911.44%-915.0pp | 651.15%-654.7pp | 519.79%-523.4pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,483 | $7,641-54.4% | $6,927-49.7% | $5,609-37.9% |
| Admin fee / account holder | $4,400 | $13,328-67.0% | $10,705-58.9% | $10,828-59.4% |