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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 | $11,086 | $138,076-92.0% | $123,553-91.0% | $135,380-91.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -5.19% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $3,726 | $5,152-27.7% | $4,628-19.5% | $4,779-22.0% |
| Participant deferral / active EE | $7,570 | $6,800+11.3% | $6,426+17.8% | $5,609+35.0% |
| Admin fee / account holder | $13,254 | $10,917+21.4% | $9,284+42.8% | $10,828+22.4% |