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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 | $11,754 | $138,102-91.5% | $125,381-90.6% | $134,532-91.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.89% | 750.73%-769.6pp | 572.31%-591.2pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,028 | $5,245-80.4% | $4,815-78.7% | $4,741-78.3% |
| Participant deferral / active EE | $4,576 | $7,801-41.3% | $7,448-38.6% | $6,401-28.5% |
| Admin fee / account holder | $3,332 | $11,568-71.2% | $10,007-66.7% | $11,429-70.8% |