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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 | $21,725 | $180,462-88.0% | $154,111-85.9% | $135,379-84.0% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -3.72% | 888.17%-891.9pp | 735.18%-738.9pp | 519.79%-523.5pp |
| Employer contribution / active EE | $1,843 | $6,036-69.5% | $5,298-65.2% | $4,779-61.4% |
| Participant deferral / active EE | $6,975 | $5,806+20.1% | $5,081+37.3% | $5,609+24.4% |
| Admin fee / account holder | $2,290 | $16,145-85.8% | $13,411-82.9% | $10,828-78.9% |