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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 | $9,348 | $97,729-90.4% | $83,830-88.8% | $135,379-93.1% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -3.41% | 1287.52%-1290.9pp | 850.97%-854.4pp | 519.79%-523.2pp |
| Employer contribution / active EE | $929 | $4,222-78.0% | $3,631-74.4% | $4,779-80.6% |
| Participant deferral / active EE | $1,343 | $4,683-71.3% | $4,082-67.1% | $5,609-76.1% |
| Admin fee / account holder | $849 | $6,674-87.3% | $5,479-84.5% | $10,828-92.2% |