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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 | $11,822 | $97,729-87.9% | $83,830-85.9% | $135,379-91.3% |
| Participation rate | 61.5% | 80.0%-18.4pp | 76.1%-14.6pp | 82.6%-21.1pp |
| Annual return | -6.71% | 1287.52%-1294.2pp | 850.97%-857.7pp | 519.79%-526.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,649 | $4,683-64.8% | $4,082-59.6% | $5,609-70.6% |
| Admin fee / account holder | $462 | $6,674-93.1% | $5,479-91.6% | $10,828-95.7% |