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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 | $15,160 | $138,072-89.0% | $123,549-87.7% | $135,382-88.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -4.75% | 153.69%-158.4pp | 119.20%-123.9pp | 519.77%-524.5pp |
| Employer contribution / active EE | $1,817 | $5,152-64.7% | $4,628-60.7% | $4,779-62.0% |
| Participant deferral / active EE | $3,674 | $6,799-46.0% | $6,426-42.8% | $5,609-34.5% |
| Admin fee / account holder | $7,347 | $10,917-32.7% | $9,284-20.9% | $10,829-32.2% |