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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 | $14,932 | $138,076-89.2% | $123,553-87.9% | $135,380-89.0% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -4.36% | 153.70%-158.1pp | 119.21%-123.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $3,774 | $5,152-26.7% | $4,628-18.5% | $4,779-21.0% |
| Participant deferral / active EE | $4,632 | $6,800-31.9% | $6,426-27.9% | $5,609-17.4% |
| Admin fee / account holder | $8,831 | $10,917-19.1% | $9,284-4.9% | $10,828-18.4% |