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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 | $16,088 | $180,466-91.1% | $154,114-89.6% | $135,382-88.1% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -5.01% | 888.15%-893.2pp | 735.16%-740.2pp | 519.77%-524.8pp |
| Employer contribution / active EE | $1,368 | $6,035-77.3% | $5,298-74.2% | $4,779-71.4% |
| Participant deferral / active EE | $2,708 | $5,806-53.4% | $5,081-46.7% | $5,609-51.7% |
| Admin fee / account holder | $9,692 | $16,144-40.0% | $13,411-27.7% | $10,829-10.5% |