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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 | $11,429 | $190,862-94.0% | $159,991-92.9% | $134,509-91.5% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.0%-22.4pp | 81.2%-25.7pp |
| Annual return | -13.40% | 552.59%-566.0pp | 408.82%-422.2pp | 418.13%-431.5pp |
| Employer contribution / active EE | $1,247 | $4,995-75.0% | $4,225-70.5% | $4,741-73.7% |
| Participant deferral / active EE | $3,263 | $6,924-52.9% | $6,183-47.2% | $6,400-49.0% |
| Admin fee / account holder | $3,903 | $10,495-62.8% | $8,715-55.2% | $11,427-65.8% |