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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 | $12,519 | $138,102-90.9% | $125,381-90.0% | $134,532-90.7% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -11.51% | 750.73%-762.2pp | 572.31%-583.8pp | 418.27%-429.8pp |
| Employer contribution / active EE | $2,524 | $5,245-51.9% | $4,815-47.6% | $4,741-46.8% |
| Participant deferral / active EE | $3,786 | $7,801-51.5% | $7,448-49.2% | $6,401-40.9% |
| Admin fee / account holder | $13,286 | $11,568+14.9% | $10,007+32.8% | $11,429+16.3% |