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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 | $20,520 | $160,059-87.2% | $140,019-85.3% | $135,380-84.8% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.5%-23.9pp | 82.6%-19.0pp |
| Annual return | -7.54% | 911.48%-919.0pp | 651.17%-658.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $1,980 | $6,420-69.2% | $5,605-64.7% | $4,779-58.6% |
| Participant deferral / active EE | $2,890 | $7,641-62.2% | $6,927-58.3% | $5,609-48.5% |
| Admin fee / account holder | $810 | $13,328-93.9% | $10,705-92.4% | $10,828-92.5% |