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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 | $19,556 | $138,076-85.8% | $123,553-84.2% | $135,380-85.6% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -6.91% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $1,958 | $5,152-62.0% | $4,628-57.7% | $4,779-59.0% |
| Participant deferral / active EE | $2,651 | $6,800-61.0% | $6,426-58.8% | $5,609-52.7% |
| Admin fee / account holder | $719 | $10,917-93.4% | $9,284-92.3% | $10,828-93.4% |