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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 | $28,176 | $180,462-84.4% | $154,111-81.7% | $135,379-79.2% |
| Participation rate | 61.5% | 87.4%-25.9pp | 83.0%-21.5pp | 82.6%-21.1pp |
| Annual return | -2.88% | 888.17%-891.1pp | 735.18%-738.1pp | 519.79%-522.7pp |
| Employer contribution / active EE | $1,475 | $6,036-75.6% | $5,298-72.2% | $4,779-69.1% |
| Participant deferral / active EE | $2,760 | $5,806-52.5% | $5,081-45.7% | $5,609-50.8% |
| Admin fee / account holder | $8,865 | $16,145-45.1% | $13,411-33.9% | $10,828-18.1% |