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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 | $5,485 | $92,743-94.1% | $82,744-93.4% | $134,532-95.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -10.03% | 946.63%-956.7pp | 702.22%-712.2pp | 418.27%-428.3pp |
| Employer contribution / active EE | $4,258 | $3,273+30.1% | $3,008+41.6% | $4,741-10.2% |
| Participant deferral / active EE | $4,250 | $4,802-11.5% | $4,395-3.3% | $6,401-33.6% |
| Admin fee / account holder | $3,966 | $5,977-33.6% | $5,325-25.5% | $11,429-65.3% |