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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 | $15,249 | $138,076-89.0% | $123,553-87.7% | $135,380-88.7% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | -2.04% | 153.70%-155.7pp | 119.21%-121.2pp | 519.81%-521.8pp |
| Employer contribution / active EE | $1,137 | $5,152-77.9% | $4,628-75.4% | $4,779-76.2% |
| Participant deferral / active EE | $2,440 | $6,800-64.1% | $6,426-62.0% | $5,609-56.5% |
| Admin fee / account holder | $38,429 | $10,917+252.0% | $9,284+313.9% | $10,828+254.9% |