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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 | $10,567 | $138,102-92.3% | $125,381-91.6% | $134,532-92.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.87% | 750.73%-769.6pp | 572.31%-591.2pp | 418.27%-437.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,341 | $7,801-57.2% | $7,448-55.1% | $6,401-47.8% |
| Admin fee / account holder | $16,157 | $11,568+39.7% | $10,007+61.5% | $11,429+41.4% |