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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 | $17,333 | $135,645-87.2% | $110,243-84.3% | $135,379-87.2% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -6.33% | 513.24%-519.6pp | 314.76%-321.1pp | 519.79%-526.1pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,088 | $5,507+10.5% | $4,672+30.3% | $5,609+8.5% |
| Admin fee / account holder | $8,225 | $11,458-28.2% | $8,548-3.8% | $10,828-24.0% |