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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 | $21,671 | $160,059-86.5% | $140,019-84.5% | $135,380-84.0% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.5%-30.4pp | 82.6%-25.5pp |
| Annual return | -8.61% | 911.48%-920.1pp | 651.17%-659.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,482 | $7,641+24.1% | $6,927+36.9% | $5,609+69.0% |
| Admin fee / account holder | $6,933 | $13,328-48.0% | $10,705-35.2% | $10,828-36.0% |