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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 | $19,304 | $138,076-86.0% | $123,553-84.4% | $135,380-85.7% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -6.99% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $1,726 | $5,152-66.5% | $4,628-62.7% | $4,779-63.9% |
| Participant deferral / active EE | $4,768 | $6,800-29.9% | $6,426-25.8% | $5,609-15.0% |
| Admin fee / account holder | $1,908 | $10,917-82.5% | $9,284-79.4% | $10,828-82.4% |