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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 | $12,144 | $97,761-87.6% | $83,850-85.5% | $135,382-91.0% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | -8.21% | 1287.44%-1295.6pp | 850.92%-859.1pp | 519.77%-528.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,324 | $4,682-71.7% | $4,082-67.6% | $5,609-76.4% |
| Admin fee / account holder | $5,609 | $6,674-16.0% | $5,478+2.4% | $10,829-48.2% |