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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 | $19,400 | $180,466-89.3% | $154,114-87.4% | $135,382-85.7% |
| Participation rate | 27.3% | 87.4%-60.2pp | 83.0%-55.8pp | 82.6%-55.4pp |
| Annual return | -6.41% | 888.15%-894.6pp | 735.16%-741.6pp | 519.77%-526.2pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,593 | $5,806-55.3% | $5,081-49.0% | $5,609-53.8% |
| Admin fee / account holder | $14,555 | $16,144-9.8% | $13,411+8.5% | $10,829+34.4% |