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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 | $14,341 | $160,059-91.0% | $140,019-89.8% | $135,380-89.4% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | -7.65% | 911.48%-919.1pp | 651.17%-658.8pp | 519.81%-527.5pp |
| Employer contribution / active EE | $1,831 | $6,420-71.5% | $5,605-67.3% | $4,779-61.7% |
| Participant deferral / active EE | $4,097 | $7,641-46.4% | $6,927-40.8% | $5,609-26.9% |
| Admin fee / account holder | $8,545 | $13,328-35.9% | $10,705-20.2% | $10,828-21.1% |