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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 | $12,161 | $138,114-91.2% | $125,391-90.3% | $134,545-91.0% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -12.54% | 750.88%-763.4pp | 572.41%-585.0pp | 418.37%-430.9pp |
| Employer contribution / active EE | $2,793 | $5,246-46.8% | $4,816-42.0% | $4,742-41.1% |
| Participant deferral / active EE | $7,499 | $7,801-3.9% | $7,448+0.7% | $6,401+17.2% |
| Admin fee / account holder | $24,021 | $11,570+107.6% | $10,009+140.0% | $11,431+110.1% |