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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 | $16,819 | $138,076-87.8% | $123,553-86.4% | $135,380-87.6% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -4.08% | 153.70%-157.8pp | 119.21%-123.3pp | 519.81%-523.9pp |
| Employer contribution / active EE | $1,383 | $5,152-73.2% | $4,628-70.1% | $4,779-71.1% |
| Participant deferral / active EE | $5,594 | $6,800-17.7% | $6,426-12.9% | $5,609-0.3% |
| Admin fee / account holder | $13,407 | $10,917+22.8% | $9,284+44.4% | $10,828+23.8% |