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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 | $6,262 | $133,981-95.3% | $112,249-94.4% | $134,532-95.3% |
| Participation rate | 28.6% | 78.6%-50.0pp | 75.1%-46.5pp | 81.2%-52.7pp |
| Annual return | -19.40% | 47.16%-66.6pp | 27.48%-46.9pp | 418.27%-437.7pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,735 | $5,292-48.3% | $4,729-42.2% | $6,401-57.3% |
| Admin fee / account holder | $2,728 | $7,492-63.6% | $6,412-57.5% | $11,429-76.1% |