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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 | $12,629 | $190,862-93.4% | $159,991-92.1% | $134,509-90.6% |
| Participation rate | 68.4% | 82.0%-13.5pp | 78.0%-9.5pp | 81.2%-12.8pp |
| Annual return | -15.81% | 552.59%-568.4pp | 408.82%-424.6pp | 418.13%-433.9pp |
| Employer contribution / active EE | $1,225 | $4,995-75.5% | $4,225-71.0% | $4,741-74.2% |
| Participant deferral / active EE | $2,156 | $6,924-68.9% | $6,183-65.1% | $6,400-66.3% |
| Admin fee / account holder | $2,230 | $10,495-78.7% | $8,715-74.4% | $11,427-80.5% |