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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 | $19,774 | $138,072-85.7% | $123,549-84.0% | $135,382-85.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -7.60% | 153.69%-161.3pp | 119.20%-126.8pp | 519.77%-527.4pp |
| Employer contribution / active EE | $3,237 | $5,152-37.2% | $4,628-30.0% | $4,779-32.3% |
| Participant deferral / active EE | $6,538 | $6,799-3.9% | $6,426+1.7% | $5,609+16.6% |
| Admin fee / account holder | $2,437 | $10,917-77.7% | $9,284-73.7% | $10,829-77.5% |