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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 | $7,919 | $152,542-94.8% | $117,498-93.3% | $134,509-94.1% |
| Participation rate | 25.0% | 77.1%-52.1pp | 70.6%-45.6pp | 81.2%-56.2pp |
| Annual return | -15.13% | 53.02%-68.1pp | 29.75%-44.9pp | 418.13%-433.3pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $800 | $4,819-83.4% | $4,071-80.4% | $6,400-87.5% |
| Admin fee / account holder | $734 | $7,006-89.5% | $5,646-87.0% | $11,427-93.6% |