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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 | $9,262 | $160,059-94.2% | $140,019-93.4% | $135,382-93.2% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.5%-62.5pp | 82.6%-57.6pp |
| Annual return | -2.00% | 911.44%-913.4pp | 651.15%-653.1pp | 519.77%-521.8pp |
| Employer contribution / active EE | $1,786 | $6,420-72.2% | $5,605-68.1% | $4,779-62.6% |
| Participant deferral / active EE | $5,955 | $7,641-22.1% | $6,927-14.0% | $5,609+6.2% |
| Admin fee / account holder | $14,740 | $13,328+10.6% | $10,705+37.7% | $10,829+36.1% |