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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 | $18,069 | $138,076-86.9% | $123,553-85.4% | $135,380-86.7% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -8.31% | 153.70%-162.0pp | 119.21%-127.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $1,255 | $5,152-75.6% | $4,628-72.9% | $4,779-73.7% |
| Participant deferral / active EE | $4,942 | $6,800-27.3% | $6,426-23.1% | $5,609-11.9% |
| Admin fee / account holder | $1,263 | $10,917-88.4% | $9,284-86.4% | $10,828-88.3% |