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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 | $3,182 | $92,743-96.6% | $82,744-96.2% | $134,532-97.6% |
| Participation rate | 38.5% | 75.2%-36.7pp | 72.6%-34.1pp | 81.2%-42.8pp |
| Annual return | -5.51% | 946.63%-952.1pp | 702.22%-707.7pp | 418.27%-423.8pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,439 | $4,802-70.0% | $4,395-67.3% | $6,401-77.5% |
| Admin fee / account holder | $8,798 | $5,977+47.2% | $5,325+65.2% | $11,429-23.0% |