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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 | $8,349 | $90,607-90.8% | $79,467-89.5% | $135,380-93.8% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -9.06% | 977.74%-986.8pp | 718.30%-727.4pp | 519.81%-528.9pp |
| Employer contribution / active EE | $1,231 | $3,068-59.9% | $2,800-56.0% | $4,779-74.2% |
| Participant deferral / active EE | $1,995 | $4,050-50.7% | $3,704-46.1% | $5,609-64.4% |
| Admin fee / account holder | $4,614 | $5,895-21.7% | $5,104-9.6% | $10,828-57.4% |