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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 | $16,842 | $138,076-87.8% | $123,553-86.4% | $135,380-87.6% |
| Participation rate | 13.3% | 84.7%-71.4pp | 82.3%-69.0pp | 82.6%-69.3pp |
| Annual return | -7.16% | 153.70%-160.9pp | 119.21%-126.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,621 | $6,800-17.3% | $6,426-12.5% | $5,609+0.2% |
| Admin fee / account holder | $4,423 | $10,917-59.5% | $9,284-52.4% | $10,828-59.2% |