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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 | $7,361 | $160,059-95.4% | $140,019-94.7% | $135,379-94.6% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -3.30% | 911.44%-914.7pp | 651.15%-654.5pp | 519.79%-523.1pp |
| Employer contribution / active EE | $1,372 | $6,420-78.6% | $5,605-75.5% | $4,779-71.3% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,182 | $13,328-91.1% | $10,705-89.0% | $10,828-89.1% |