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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 | $12,076 | $97,732-87.6% | $83,831-85.6% | $135,380-91.1% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -5.59% | 1287.56%-1293.1pp | 850.99%-856.6pp | 519.81%-525.4pp |
| Employer contribution / active EE | $2,386 | $4,222-43.5% | $3,631-34.3% | $4,779-50.1% |
| Participant deferral / active EE | $2,721 | $4,683-41.9% | $4,082-33.3% | $5,609-51.5% |
| Admin fee / account holder | $6,493 | $6,675-2.7% | $5,479+18.5% | $10,828-40.0% |