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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 | $15,874 | $82,674-80.8% | $125,363-87.3% | $68,495-76.8% |
| Participation rate | 57.7% | 75.0%-17.3pp | 82.4%-24.6pp | 67.9%-10.1pp |
| Annual return | -19.01% | -5.97%-13.0pp | 572.15%-591.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,002 | $6,111-18.1% | $7,447-32.8% | $4,028+24.2% |
| Admin fee / account holder | $3,149 | $6,276-49.8% | $10,005-68.5% | $5,403-41.7% |