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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 | $15,279 | $135,645-88.7% | $110,243-86.1% | $135,379-88.7% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -2.69% | 513.24%-515.9pp | 314.76%-317.5pp | 519.79%-522.5pp |
| Employer contribution / active EE | $3,061 | $4,907-37.6% | $3,827-20.0% | $4,779-36.0% |
| Participant deferral / active EE | $3,274 | $5,507-40.5% | $4,672-29.9% | $5,609-41.6% |
| Admin fee / account holder | $7,630 | $11,458-33.4% | $8,548-10.7% | $10,828-29.5% |