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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 | $10,567 | $97,732-89.2% | $83,831-87.4% | $135,380-92.2% |
| Participation rate | 58.3% | 80.0%-21.6pp | 76.1%-17.8pp | 82.6%-24.3pp |
| Annual return | -8.96% | 1287.56%-1296.5pp | 850.99%-859.9pp | 519.81%-528.8pp |
| Employer contribution / active EE | $1,617 | $4,222-61.7% | $3,631-55.5% | $4,779-66.2% |
| Participant deferral / active EE | $2,858 | $4,683-39.0% | $4,082-30.0% | $5,609-49.0% |
| Admin fee / account holder | $1,673 | $6,675-74.9% | $5,479-69.5% | $10,828-84.5% |