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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 | $14,564 | $138,102-89.5% | $125,381-88.4% | $134,532-89.2% |
| Participation rate | 57.9% | 84.5%-26.6pp | 82.4%-24.5pp | 81.2%-23.3pp |
| Annual return | -20.39% | 750.73%-771.1pp | 572.31%-592.7pp | 418.27%-438.7pp |
| Employer contribution / active EE | $1,638 | $5,245-68.8% | $4,815-66.0% | $4,741-65.5% |
| Participant deferral / active EE | $2,696 | $7,801-65.4% | $7,448-63.8% | $6,401-57.9% |
| Admin fee / account holder | $1,080 | $11,568-90.7% | $10,007-89.2% | $11,429-90.5% |