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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 | $11,308 | $138,075-91.8% | $123,552-90.8% | $135,379-91.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -2.49% | 153.70%-156.2pp | 119.20%-121.7pp | 519.79%-522.3pp |
| Employer contribution / active EE | $1,396 | $5,152-72.9% | $4,628-69.8% | $4,779-70.8% |
| Participant deferral / active EE | $2,650 | $6,800-61.0% | $6,426-58.8% | $5,609-52.8% |
| Admin fee / account holder | $14,362 | $10,917+31.6% | $9,285+54.7% | $10,828+32.6% |