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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 | $5,374 | $152,542-96.5% | $117,498-95.4% | $134,509-96.0% |
| Participation rate | 22.2% | 77.1%-54.9pp | 70.6%-48.4pp | 81.2%-59.0pp |
| Annual return | -17.02% | 53.02%-70.0pp | 29.75%-46.8pp | 418.13%-435.2pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $286 | $4,819-94.1% | $4,071-93.0% | $6,400-95.5% |
| Admin fee / account holder | $1,020 | $7,006-85.4% | $5,646-81.9% | $11,427-91.1% |