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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 | $14,236 | $190,862-92.5% | $159,991-91.1% | $134,509-89.4% |
| Participation rate | 53.3% | 82.0%-28.6pp | 78.0%-24.6pp | 81.2%-27.9pp |
| Annual return | -19.54% | 552.59%-572.1pp | 408.82%-428.4pp | 418.13%-437.7pp |
| Employer contribution / active EE | $2,637 | $4,995-47.2% | $4,225-37.6% | $4,741-44.4% |
| Participant deferral / active EE | $4,716 | $6,924-31.9% | $6,183-23.7% | $6,400-26.3% |
| Admin fee / account holder | $7,088 | $10,495-32.5% | $8,715-18.7% | $11,427-38.0% |