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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 | $6,549 | $152,542-95.7% | $117,498-94.4% | $134,509-95.1% |
| Participation rate | 23.8% | 77.1%-53.3pp | 70.6%-46.8pp | 81.2%-57.4pp |
| Annual return | -15.59% | 53.02%-68.6pp | 29.75%-45.3pp | 418.13%-433.7pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,315 | $4,819-72.7% | $4,071-67.7% | $6,400-79.5% |
| Admin fee / account holder | $22,777 | $7,006+225.1% | $5,646+303.4% | $11,427+99.3% |