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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 | $11,798 | $138,076-91.5% | $123,553-90.5% | $135,380-91.3% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | -1.37% | 153.70%-155.1pp | 119.21%-120.6pp | 519.81%-521.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,544 | $6,800-33.2% | $6,426-29.3% | $5,609-19.0% |
| Admin fee / account holder | $8,617 | $10,917-21.1% | $9,284-7.2% | $10,828-20.4% |