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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 | $14,265 | $138,102-89.7% | $125,381-88.6% | $134,532-89.4% |
| Participation rate | 57.9% | 84.5%-26.6pp | 82.4%-24.5pp | 81.2%-23.3pp |
| Annual return | -10.37% | 750.73%-761.1pp | 572.31%-582.7pp | 418.27%-428.6pp |
| Employer contribution / active EE | $1,314 | $5,245-75.0% | $4,815-72.7% | $4,741-72.3% |
| Participant deferral / active EE | $5,848 | $7,801-25.0% | $7,448-21.5% | $6,401-8.6% |
| Admin fee / account holder | $674 | $11,568-94.2% | $10,007-93.3% | $11,429-94.1% |