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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 | $11,124 | $138,072-91.9% | $123,549-91.0% | $135,382-91.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.09% | 153.69%-161.8pp | 119.20%-127.3pp | 519.77%-527.9pp |
| Employer contribution / active EE | $2,003 | $5,152-61.1% | $4,628-56.7% | $4,779-58.1% |
| Participant deferral / active EE | $3,957 | $6,799-41.8% | $6,426-38.4% | $5,609-29.5% |
| Admin fee / account holder | $5,143 | $10,917-52.9% | $9,284-44.6% | $10,829-52.5% |