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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 | $18,617 | $138,075-86.5% | $123,552-84.9% | $135,379-86.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.71% | 153.70%-162.4pp | 119.20%-127.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $3,385 | $5,152-34.3% | $4,628-26.9% | $4,779-29.2% |
| Participant deferral / active EE | $4,452 | $6,800-34.5% | $6,426-30.7% | $5,609-20.6% |
| Admin fee / account holder | $917 | $10,917-91.6% | $9,285-90.1% | $10,828-91.5% |