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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 | $15,197 | $138,075-89.0% | $123,552-87.7% | $135,379-88.8% |
| Participation rate | 47.1% | 84.7%-37.7pp | 82.3%-35.2pp | 82.6%-35.6pp |
| Annual return | -5.91% | 153.70%-159.6pp | 119.20%-125.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,118 | $6,800-39.4% | $6,426-35.9% | $5,609-26.6% |
| Admin fee / account holder | $9,526 | $10,917-12.7% | $9,285+2.6% | $10,828-12.0% |