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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 | $11,232 | $97,729-88.5% | $83,830-86.6% | $135,379-91.7% |
| Participation rate | 35.3% | 80.0%-44.7pp | 76.1%-40.9pp | 82.6%-47.3pp |
| Annual return | -9.26% | 1287.52%-1296.8pp | 850.97%-860.2pp | 519.79%-529.0pp |
| Employer contribution / active EE | $1,053 | $4,222-75.1% | $3,631-71.0% | $4,779-78.0% |
| Participant deferral / active EE | $1,346 | $4,683-71.2% | $4,082-67.0% | $5,609-76.0% |
| Admin fee / account holder | $2,617 | $6,674-60.8% | $5,479-52.2% | $10,828-75.8% |