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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 | $4,464 | $180,466-97.5% | $154,114-97.1% | $135,382-96.7% |
| Participation rate | 37.5% | 87.4%-49.9pp | 83.0%-45.5pp | 82.6%-45.1pp |
| Annual return | -6.37% | 888.15%-894.5pp | 735.16%-741.5pp | 519.77%-526.1pp |
| Employer contribution / active EE | $1,346 | $6,035-77.7% | $5,298-74.6% | $4,779-71.8% |
| Participant deferral / active EE | $2,442 | $5,806-58.0% | $5,081-51.9% | $5,609-56.5% |
| Admin fee / account holder | $1,889 | $16,144-88.3% | $13,411-85.9% | $10,829-82.6% |