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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 | $28,649 | $160,059-82.1% | $140,019-79.5% | $135,380-78.8% |
| Participation rate | 64.3% | 88.5%-24.2pp | 87.5%-23.2pp | 82.6%-18.4pp |
| Annual return | -2.38% | 911.48%-913.9pp | 651.17%-653.6pp | 519.81%-522.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,124 | $7,641-59.1% | $6,927-54.9% | $5,609-44.3% |
| Admin fee / account holder | $12,509 | $13,328-6.1% | $10,705+16.8% | $10,828+15.5% |