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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 | $12,786 | $97,761-86.9% | $83,850-84.8% | $135,382-90.6% |
| Participation rate | 46.7% | 80.0%-33.3pp | 76.1%-29.5pp | 82.6%-36.0pp |
| Annual return | -8.70% | 1287.44%-1296.1pp | 850.92%-859.6pp | 519.77%-528.5pp |
| Employer contribution / active EE | $6,364 | $4,222+50.7% | $3,631+75.3% | $4,779+33.2% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,276 | $6,674-65.9% | $5,478-58.5% | $10,829-79.0% |