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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 | $12,310 | $138,075-91.1% | $123,552-90.0% | $135,379-90.9% |
| Participation rate | 53.8% | 84.7%-30.9pp | 82.3%-28.4pp | 82.6%-28.8pp |
| Annual return | -3.52% | 153.70%-157.2pp | 119.20%-122.7pp | 519.79%-523.3pp |
| Employer contribution / active EE | $1,752 | $5,152-66.0% | $4,628-62.1% | $4,779-63.3% |
| Participant deferral / active EE | $2,429 | $6,800-64.3% | $6,426-62.2% | $5,609-56.7% |
| Admin fee / account holder | $7,132 | $10,917-34.7% | $9,285-23.2% | $10,828-34.1% |