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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 | $9,184 | $190,916-95.2% | $160,037-94.3% | $134,545-93.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -16.17% | 552.79%-569.0pp | 408.95%-425.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $1,209 | $4,996-75.8% | $4,226-71.4% | $4,742-74.5% |
| Participant deferral / active EE | $1,539 | $6,925-77.8% | $6,184-75.1% | $6,401-76.0% |
| Admin fee / account holder | $368 | $10,497-96.5% | $8,716-95.8% | $11,431-96.8% |