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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 | $18,714 | $180,459-89.6% | $154,108-87.9% | $135,380-86.2% |
| Participation rate | 52.9% | 87.4%-34.5pp | 83.0%-30.1pp | 82.6%-29.7pp |
| Annual return | -6.14% | 888.21%-894.4pp | 735.21%-741.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $1,695 | $6,035-71.9% | $5,298-68.0% | $4,779-64.5% |
| Participant deferral / active EE | $3,914 | $5,806-32.6% | $5,081-23.0% | $5,609-30.2% |
| Admin fee / account holder | $5,069 | $16,145-68.6% | $13,411-62.2% | $10,828-53.2% |