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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 | $15,974 | $180,459-91.1% | $154,108-89.6% | $135,380-88.2% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -8.73% | 888.21%-896.9pp | 735.21%-743.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $1,599 | $6,035-73.5% | $5,298-69.8% | $4,779-66.5% |
| Participant deferral / active EE | $4,256 | $5,806-26.7% | $5,081-16.2% | $5,609-24.1% |
| Admin fee / account holder | $5,678 | $16,145-64.8% | $13,411-57.7% | $10,828-47.6% |