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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 | $25,187 | $135,645-81.4% | $110,243-77.2% | $135,379-81.4% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.8%-39.8pp | 82.6%-42.6pp |
| Annual return | -5.72% | 513.24%-519.0pp | 314.76%-320.5pp | 519.79%-525.5pp |
| Employer contribution / active EE | $1,548 | $4,907-68.4% | $3,827-59.5% | $4,779-67.6% |
| Participant deferral / active EE | $2,132 | $5,507-61.3% | $4,672-54.4% | $5,609-62.0% |
| Admin fee / account holder | $5,409 | $11,458-52.8% | $8,548-36.7% | $10,828-50.0% |