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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 | $17,184 | $180,462-90.5% | $154,111-88.8% | $135,379-87.3% |
| Participation rate | 61.5% | 87.4%-25.9pp | 83.0%-21.5pp | 82.6%-21.1pp |
| Annual return | -8.73% | 888.17%-896.9pp | 735.18%-743.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,707 | $5,806-36.2% | $5,081-27.0% | $5,609-33.9% |
| Admin fee / account holder | $438 | $16,145-97.3% | $13,411-96.7% | $10,828-96.0% |