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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 | $9,781 | $138,075-92.9% | $123,552-92.1% | $135,379-92.8% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -5.61% | 153.70%-159.3pp | 119.20%-124.8pp | 519.79%-525.4pp |
| Employer contribution / active EE | $3,276 | $5,152-36.4% | $4,628-29.2% | $4,779-31.5% |
| Participant deferral / active EE | $4,147 | $6,800-39.0% | $6,426-35.5% | $5,609-26.1% |
| Admin fee / account holder | $7,939 | $10,917-27.3% | $9,285-14.5% | $10,828-26.7% |