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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 | $13,438 | $190,862-93.0% | $159,991-91.6% | $134,509-90.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -13.71% | 552.59%-566.3pp | 408.82%-422.5pp | 418.13%-431.8pp |
| Employer contribution / active EE | $2,601 | $4,995-47.9% | $4,225-38.4% | $4,741-45.1% |
| Participant deferral / active EE | $2,600 | $6,924-62.4% | $6,183-57.9% | $6,400-59.4% |
| Admin fee / account holder | $13,611 | $10,495+29.7% | $8,715+56.2% | $11,427+19.1% |