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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 | $12,038 | $180,462-93.3% | $154,111-92.2% | $135,379-91.1% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -5.02% | 888.17%-893.2pp | 735.18%-740.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $2,363 | $6,036-60.8% | $5,298-55.4% | $4,779-50.5% |
| Participant deferral / active EE | $2,474 | $5,806-57.4% | $5,081-51.3% | $5,609-55.9% |
| Admin fee / account holder | $1,796 | $16,145-88.9% | $13,411-86.6% | $10,828-83.4% |