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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 | $10,138 | $95,975-89.4% | $74,549-86.4% | $135,379-92.5% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -1.02% | 56.96%-58.0pp | 32.53%-33.6pp | 519.79%-520.8pp |
| Employer contribution / active EE | $438 | $2,716-83.9% | $1,961-77.7% | $4,779-90.8% |
| Participant deferral / active EE | $1,002 | $3,844-73.9% | $3,108-67.8% | $5,609-82.1% |
| Admin fee / account holder | $859 | $6,522-86.8% | $5,059-83.0% | $10,828-92.1% |