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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 | $6,428 | $135,645-95.3% | $110,243-94.2% | $135,379-95.3% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.8%-46.5pp | 82.6%-49.3pp |
| Annual return | -2.69% | 513.24%-515.9pp | 314.76%-317.5pp | 519.79%-522.5pp |
| Employer contribution / active EE | $1,328 | $4,907-72.9% | $3,827-65.3% | $4,779-72.2% |
| Participant deferral / active EE | $2,727 | $5,507-50.5% | $4,672-41.6% | $5,609-51.4% |
| Admin fee / account holder | $13,893 | $11,458+21.3% | $8,548+62.5% | $10,828+28.3% |