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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 | $6,193 | $197,819-96.9% | $155,789-96.0% | $125,389-95.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -2.17% | 86.73%-88.9pp | 71.54%-73.7pp | 282.24%-284.4pp |
| Employer contribution / active EE | $1,387 | $4,850-71.4% | $3,839-63.9% | $4,866-71.5% |
| Participant deferral / active EE | $1,739 | $5,631-69.1% | $4,798-63.8% | $5,352-67.5% |
| Admin fee / account holder | $4,955 | $9,544-48.1% | $7,477-33.7% | $9,541-48.1% |