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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 | $10,451 | $138,076-92.4% | $123,553-91.5% | $135,380-92.3% |
| Participation rate | 68.2% | 84.7%-16.6pp | 82.3%-14.1pp | 82.6%-14.5pp |
| Annual return | -6.18% | 153.70%-159.9pp | 119.21%-125.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $2,283 | $5,152-55.7% | $4,628-50.7% | $4,779-52.2% |
| Participant deferral / active EE | $2,817 | $6,800-58.6% | $6,426-56.2% | $5,609-49.8% |
| Admin fee / account holder | $4,879 | $10,917-55.3% | $9,284-47.4% | $10,828-54.9% |