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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 | $11,158 | $190,862-94.2% | $159,991-93.0% | $134,509-91.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -19.09% | 552.59%-571.7pp | 408.82%-427.9pp | 418.13%-437.2pp |
| Employer contribution / active EE | $957 | $4,995-80.8% | $4,225-77.4% | $4,741-79.8% |
| Participant deferral / active EE | $2,355 | $6,924-66.0% | $6,183-61.9% | $6,400-63.2% |
| Admin fee / account holder | $1,337 | $10,495-87.3% | $8,715-84.7% | $11,427-88.3% |