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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 | $22,982 | $135,645-83.1% | $110,243-79.2% | $135,380-83.0% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.8%-15.5pp | 82.6%-18.4pp |
| Annual return | -3.87% | 513.24%-517.1pp | 314.76%-318.6pp | 519.81%-523.7pp |
| Employer contribution / active EE | $1,927 | $4,907-60.7% | $3,827-49.6% | $4,779-59.7% |
| Participant deferral / active EE | $4,366 | $5,507-20.7% | $4,672-6.6% | $5,609-22.2% |
| Admin fee / account holder | $1,091 | $11,458-90.5% | $8,548-87.2% | $10,828-89.9% |