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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 | $19,170 | $138,076-86.1% | $123,553-84.5% | $135,380-85.8% |
| Participation rate | 56.3% | 84.7%-28.5pp | 82.3%-26.0pp | 82.6%-26.4pp |
| Annual return | -6.76% | 153.70%-160.5pp | 119.21%-126.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,717 | $6,800-45.3% | $6,426-42.2% | $5,609-33.7% |
| Admin fee / account holder | $6,476 | $10,917-40.7% | $9,284-30.2% | $10,828-40.2% |