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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 | $16,118 | $168,635-90.4% | $147,617-89.1% | $125,389-87.1% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -3.02% | 77.65%-80.7pp | 61.98%-65.0pp | 282.24%-285.3pp |
| Employer contribution / active EE | $1,431 | $6,252-77.1% | $5,564-74.3% | $4,866-70.6% |
| Participant deferral / active EE | $2,694 | $5,507-51.1% | $4,895-45.0% | $5,352-49.7% |
| Admin fee / account holder | $884 | $13,580-93.5% | $11,612-92.4% | $9,541-90.7% |