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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 | $18,140 | $138,076-86.9% | $123,553-85.3% | $135,380-86.6% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -8.35% | 153.70%-162.0pp | 119.21%-127.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,034 | $6,800-40.7% | $6,426-37.2% | $5,609-28.1% |
| Admin fee / account holder | $2,078 | $10,917-81.0% | $9,284-77.6% | $10,828-80.8% |