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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 | $7,425 | $138,102-94.6% | $125,381-94.1% | $134,532-94.5% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -12.26% | 750.73%-763.0pp | 572.31%-584.6pp | 418.27%-430.5pp |
| Employer contribution / active EE | $2,051 | $5,245-60.9% | $4,815-57.4% | $4,741-56.7% |
| Participant deferral / active EE | $3,041 | $7,801-61.0% | $7,448-59.2% | $6,401-52.5% |
| Admin fee / account holder | $7,912 | $11,568-31.6% | $10,007-20.9% | $11,429-30.8% |