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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 | $16,348 | $138,075-88.2% | $123,552-86.8% | $135,379-87.9% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -2.91% | 153.70%-156.6pp | 119.20%-122.1pp | 519.79%-522.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,473 | $6,800-19.5% | $6,426-14.8% | $5,609-2.4% |
| Admin fee / account holder | $14,154 | $10,917+29.6% | $9,285+52.4% | $10,828+30.7% |