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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 | $4,239 | $95,979-95.6% | $74,551-94.3% | $135,380-96.9% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -4.44% | 56.97%-61.4pp | 32.53%-37.0pp | 519.81%-524.2pp |
| Employer contribution / active EE | $1,338 | $2,716-50.7% | $1,961-31.8% | $4,779-72.0% |
| Participant deferral / active EE | $1,739 | $3,844-54.8% | $3,108-44.0% | $5,609-69.0% |
| Admin fee / account holder | $14,214 | $6,522+117.9% | $5,059+181.0% | $10,828+31.3% |