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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 | $25,824 | $135,645-81.0% | $110,243-76.6% | $135,379-80.9% |
| Participation rate | 68.8% | 83.5%-14.7pp | 79.8%-11.1pp | 82.6%-13.9pp |
| Annual return | -7.49% | 513.24%-520.7pp | 314.76%-322.2pp | 519.79%-527.3pp |
| Employer contribution / active EE | $2,610 | $4,907-46.8% | $3,827-31.8% | $4,779-45.4% |
| Participant deferral / active EE | $2,270 | $5,507-58.8% | $4,672-51.4% | $5,609-59.5% |
| Admin fee / account holder | $1,309 | $11,458-88.6% | $8,548-84.7% | $10,828-87.9% |