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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 | $13,246 | $97,729-86.4% | $83,830-84.2% | $135,379-90.2% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -8.50% | 1287.52%-1296.0pp | 850.97%-859.5pp | 519.79%-528.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,150 | $4,683-32.7% | $4,082-22.8% | $5,609-43.8% |
| Admin fee / account holder | $5,907 | $6,674-11.5% | $5,479+7.8% | $10,828-45.5% |