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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 | $19,026 | $197,819-90.4% | $155,789-87.8% | $125,389-84.8% |
| Participation rate | 60.0% | 82.1%-22.1pp | 76.1%-16.1pp | 83.2%-23.2pp |
| Annual return | -3.02% | 86.73%-89.8pp | 71.54%-74.6pp | 282.24%-285.3pp |
| Employer contribution / active EE | $2,194 | $4,850-54.8% | $3,839-42.8% | $4,866-54.9% |
| Participant deferral / active EE | $4,533 | $5,631-19.5% | $4,798-5.5% | $5,352-15.3% |
| Admin fee / account holder | $424 | $9,544-95.6% | $7,477-94.3% | $9,541-95.6% |