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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 | $14,219 | $97,729-85.5% | $83,830-83.0% | $135,379-89.5% |
| Participation rate | 46.2% | 80.0%-33.8pp | 76.1%-30.0pp | 82.6%-36.5pp |
| Annual return | -6.50% | 1287.52%-1294.0pp | 850.97%-857.5pp | 519.79%-526.3pp |
| Employer contribution / active EE | $972 | $4,222-77.0% | $3,631-73.2% | $4,779-79.7% |
| Participant deferral / active EE | $2,091 | $4,683-55.3% | $4,082-48.8% | $5,609-62.7% |
| Admin fee / account holder | $7,330 | $6,674+9.8% | $5,479+33.8% | $10,828-32.3% |