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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 | $14,293 | $138,102-89.7% | $125,381-88.6% | $134,532-89.4% |
| Participation rate | 31.6% | 84.5%-52.9pp | 82.4%-50.8pp | 81.2%-49.7pp |
| Annual return | -20.54% | 750.73%-771.3pp | 572.31%-592.8pp | 418.27%-438.8pp |
| Employer contribution / active EE | $1,618 | $5,245-69.2% | $4,815-66.4% | $4,741-65.9% |
| Participant deferral / active EE | $2,869 | $7,801-63.2% | $7,448-61.5% | $6,401-55.2% |
| Admin fee / account holder | $3,101 | $11,568-73.2% | $10,007-69.0% | $11,429-72.9% |