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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 | $7,541 | $138,076-94.5% | $123,553-93.9% | $135,380-94.4% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -2.41% | 153.70%-156.1pp | 119.21%-121.6pp | 519.81%-522.2pp |
| Employer contribution / active EE | $1,284 | $5,152-75.1% | $4,628-72.3% | $4,779-73.1% |
| Participant deferral / active EE | $3,072 | $6,800-54.8% | $6,426-52.2% | $5,609-45.2% |
| Admin fee / account holder | $18,027 | $10,917+65.1% | $9,284+94.2% | $10,828+66.5% |