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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 | $8,819 | $138,075-93.6% | $123,552-92.9% | $135,379-93.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -4.28% | 153.70%-158.0pp | 119.20%-123.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $1,891 | $5,152-63.3% | $4,628-59.2% | $4,779-60.4% |
| Participant deferral / active EE | $3,111 | $6,800-54.2% | $6,426-51.6% | $5,609-44.5% |
| Admin fee / account holder | $1,920 | $10,917-82.4% | $9,285-79.3% | $10,828-82.3% |