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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 | $27,262 | $180,466-84.9% | $154,114-82.3% | $135,382-79.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -0.71% | 888.15%-888.9pp | 735.16%-735.9pp | 519.77%-520.5pp |
| Employer contribution / active EE | $5,481 | $6,035-9.2% | $5,298+3.5% | $4,779+14.7% |
| Participant deferral / active EE | $7,058 | $5,806+21.6% | $5,081+38.9% | $5,609+25.8% |
| Admin fee / account holder | $143,371 | $16,144+788.1% | $13,411+969.1% | $10,829+1224.0% |