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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 | $17,644 | $160,059-89.0% | $140,019-87.4% | $135,380-87.0% |
| Participation rate | 54.5% | 88.5%-34.0pp | 87.5%-33.0pp | 82.6%-28.1pp |
| Annual return | -7.36% | 911.48%-918.8pp | 651.17%-658.5pp | 519.81%-527.2pp |
| Employer contribution / active EE | $1,569 | $6,420-75.6% | $5,605-72.0% | $4,779-67.2% |
| Participant deferral / active EE | $5,132 | $7,641-32.8% | $6,927-25.9% | $5,609-8.5% |
| Admin fee / account holder | $1,631 | $13,328-87.8% | $10,705-84.8% | $10,828-84.9% |