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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 | $24,936 | $135,645-81.6% | $110,243-77.4% | $135,379-81.6% |
| Participation rate | 41.7% | 83.5%-41.8pp | 79.8%-38.2pp | 82.6%-41.0pp |
| Annual return | -8.06% | 513.24%-521.3pp | 314.76%-322.8pp | 519.79%-527.9pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,302 | $5,507-21.9% | $4,672-7.9% | $5,609-23.3% |
| Admin fee / account holder | $4,105 | $11,458-64.2% | $8,548-52.0% | $10,828-62.1% |