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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 | $13,979 | $138,102-89.9% | $125,381-88.9% | $134,532-89.6% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -11.02% | 750.73%-761.7pp | 572.31%-583.3pp | 418.27%-429.3pp |
| Employer contribution / active EE | $1,464 | $5,245-72.1% | $4,815-69.6% | $4,741-69.1% |
| Participant deferral / active EE | $5,447 | $7,801-30.2% | $7,448-26.9% | $6,401-14.9% |
| Admin fee / account holder | $7,285 | $11,568-37.0% | $10,007-27.2% | $11,429-36.3% |