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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 | $19,176 | $135,645-85.9% | $110,243-82.6% | $135,380-85.8% |
| Participation rate | 31.8% | 83.5%-51.6pp | 79.8%-48.0pp | 82.6%-50.8pp |
| Annual return | -8.60% | 513.24%-521.8pp | 314.76%-323.4pp | 519.81%-528.4pp |
| Employer contribution / active EE | $1,151 | $4,907-76.5% | $3,827-69.9% | $4,779-75.9% |
| Participant deferral / active EE | $2,330 | $5,507-57.7% | $4,672-50.1% | $5,609-58.5% |
| Admin fee / account holder | $4,517 | $11,458-60.6% | $8,548-47.2% | $10,828-58.3% |