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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 | $21,088 | $135,645-84.5% | $110,243-80.9% | $135,379-84.4% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.8%-15.5pp | 82.6%-18.4pp |
| Annual return | -4.95% | 513.24%-518.2pp | 314.76%-319.7pp | 519.79%-524.7pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,709 | $5,507-14.5% | $4,672+0.8% | $5,609-16.0% |
| Admin fee / account holder | $11,625 | $11,458+1.5% | $8,548+36.0% | $10,828+7.4% |