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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 | $2,368 | $138,102-98.3% | $125,381-98.1% | $134,532-98.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -17.85% | 750.73%-768.6pp | 572.31%-590.2pp | 418.27%-436.1pp |
| Employer contribution / active EE | $1,175 | $5,245-77.6% | $4,815-75.6% | $4,741-75.2% |
| Participant deferral / active EE | $6,140 | $7,801-21.3% | $7,448-17.6% | $6,401-4.1% |
| Admin fee / account holder | $18,381 | $11,568+58.9% | $10,007+83.7% | $11,429+60.8% |