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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 | $27,635 | $168,635-83.6% | $147,617-81.3% | $125,389-78.0% |
| Participation rate | 62.5% | 88.8%-26.3pp | 84.6%-22.1pp | 83.2%-20.7pp |
| Annual return | -3.39% | 77.65%-81.0pp | 61.98%-65.4pp | 282.24%-285.6pp |
| Employer contribution / active EE | $5,875 | $6,252-6.0% | $5,564+5.6% | $4,866+20.7% |
| Participant deferral / active EE | $7,336 | $5,507+33.2% | $4,895+49.8% | $5,352+37.1% |
| Admin fee / account holder | $1,360 | $13,580-90.0% | $11,612-88.3% | $9,541-85.7% |