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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 | $6,491 | $88,585-92.7% | $69,884-90.7% | $134,532-95.2% |
| Participation rate | 42.9% | 74.9%-32.0pp | 70.5%-27.6pp | 81.2%-38.4pp |
| Annual return | -20.62% | 442.80%-463.4pp | 190.81%-211.4pp | 418.27%-438.9pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,269 | $4,770-52.4% | $3,848-41.0% | $6,401-64.6% |
| Admin fee / account holder | $536 | $10,441-94.9% | $6,266-91.5% | $11,429-95.3% |