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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 | $17,251 | $180,466-90.4% | $154,114-88.8% | $135,382-87.3% |
| Participation rate | 61.9% | 87.4%-25.5pp | 83.0%-21.1pp | 82.6%-20.7pp |
| Annual return | -7.25% | 888.15%-895.4pp | 735.16%-742.4pp | 519.77%-527.0pp |
| Employer contribution / active EE | $1,390 | $6,035-77.0% | $5,298-73.8% | $4,779-70.9% |
| Participant deferral / active EE | $2,889 | $5,806-50.2% | $5,081-43.1% | $5,609-48.5% |
| Admin fee / account holder | $303 | $16,144-98.1% | $13,411-97.7% | $10,829-97.2% |