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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 | $12,632 | $160,059-92.1% | $140,019-91.0% | $135,379-90.7% |
| Participation rate | 57.9% | 88.5%-30.6pp | 87.5%-29.6pp | 82.6%-24.7pp |
| Annual return | -5.39% | 911.44%-916.8pp | 651.15%-656.5pp | 519.79%-525.2pp |
| Employer contribution / active EE | $1,575 | $6,420-75.5% | $5,605-71.9% | $4,779-67.0% |
| Participant deferral / active EE | $3,347 | $7,641-56.2% | $6,927-51.7% | $5,609-40.3% |
| Admin fee / account holder | $6,519 | $13,328-51.1% | $10,705-39.1% | $10,828-39.8% |