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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 | $12,960 | $95,979-86.5% | $74,551-82.6% | $135,380-90.4% |
| Participation rate | 10.5% | 75.7%-65.1pp | 69.1%-58.6pp | 82.6%-72.1pp |
| Annual return | -8.38% | 56.97%-65.3pp | 32.53%-40.9pp | 519.81%-528.2pp |
| Employer contribution / active EE | $561 | $2,716-79.3% | $1,961-71.4% | $4,779-88.3% |
| Participant deferral / active EE | $812 | $3,844-78.9% | $3,108-73.9% | $5,609-85.5% |
| Admin fee / account holder | $12,482 | $6,522+91.4% | $5,059+146.7% | $10,828+15.3% |