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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 | $12,014 | $190,862-93.7% | $159,991-92.5% | $134,509-91.1% |
| Participation rate | 52.2% | 82.0%-29.8pp | 78.0%-25.8pp | 81.2%-29.1pp |
| Annual return | -19.99% | 552.59%-572.6pp | 408.82%-428.8pp | 418.13%-438.1pp |
| Employer contribution / active EE | $1,216 | $4,995-75.6% | $4,225-71.2% | $4,741-74.3% |
| Participant deferral / active EE | $5,594 | $6,924-19.2% | $6,183-9.5% | $6,400-12.6% |
| Admin fee / account holder | $3,082 | $10,495-70.6% | $8,715-64.6% | $11,427-73.0% |