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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 | $4,842 | $67,352-92.8% | $60,899-92.0% | $134,509-96.4% |
| Participation rate | 21.1% | 76.2%-55.1pp | 73.1%-52.1pp | 81.2%-60.2pp |
| Annual return | -19.50% | 49.99%-69.5pp | 16.92%-36.4pp | 418.13%-437.6pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,126 | $4,539-53.2% | $3,817-44.3% | $6,400-66.8% |
| Admin fee / account holder | $6,498 | $4,585+41.7% | $3,225+101.5% | $11,427-43.1% |