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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 | $22,139 | $135,645-83.7% | $110,243-79.9% | $135,380-83.6% |
| Participation rate | 68.4% | 83.5%-15.0pp | 79.8%-11.4pp | 82.6%-14.2pp |
| Annual return | -6.67% | 513.24%-519.9pp | 314.76%-321.4pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,297 | $4,907-73.6% | $3,827-66.1% | $4,779-72.9% |
| Participant deferral / active EE | $2,712 | $5,507-50.8% | $4,672-42.0% | $5,609-51.7% |
| Admin fee / account holder | $565 | $11,458-95.1% | $8,548-93.4% | $10,828-94.8% |