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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 | $10,090 | $97,761-89.7% | $83,850-88.0% | $135,382-92.5% |
| Participation rate | 53.3% | 80.0%-26.6pp | 76.1%-22.8pp | 82.6%-29.3pp |
| Annual return | -9.01% | 1287.44%-1296.5pp | 850.92%-859.9pp | 519.77%-528.8pp |
| Employer contribution / active EE | $1,128 | $4,222-73.3% | $3,631-68.9% | $4,779-76.4% |
| Participant deferral / active EE | $1,292 | $4,682-72.4% | $4,082-68.4% | $5,609-77.0% |
| Admin fee / account holder | $672 | $6,674-89.9% | $5,478-87.7% | $10,829-93.8% |