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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 | $16,626 | $135,645-87.7% | $110,243-84.9% | $135,380-87.7% |
| Participation rate | 69.6% | 83.5%-13.9pp | 79.8%-10.3pp | 82.6%-13.1pp |
| Annual return | -7.55% | 513.24%-520.8pp | 314.76%-322.3pp | 519.81%-527.4pp |
| Employer contribution / active EE | $1,066 | $4,907-78.3% | $3,827-72.1% | $4,779-77.7% |
| Participant deferral / active EE | $2,394 | $5,507-56.5% | $4,672-48.8% | $5,609-57.3% |
| Admin fee / account holder | $3,368 | $11,458-70.6% | $8,548-60.6% | $10,828-68.9% |