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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 | $8,911 | $138,075-93.5% | $123,552-92.8% | $135,379-93.4% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -1.01% | 153.70%-154.7pp | 119.20%-120.2pp | 519.79%-520.8pp |
| Employer contribution / active EE | $1,489 | $5,152-71.1% | $4,628-67.8% | $4,779-68.8% |
| Participant deferral / active EE | $3,257 | $6,800-52.1% | $6,426-49.3% | $5,609-41.9% |
| Admin fee / account holder | $35,721 | $10,917+227.2% | $9,285+284.7% | $10,828+229.9% |