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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 | $7,521 | $95,975-92.2% | $74,552-89.9% | $135,382-94.4% |
| Participation rate | 18.2% | 75.7%-57.5pp | 69.1%-51.0pp | 82.6%-64.5pp |
| Annual return | -4.92% | 56.96%-61.9pp | 32.53%-37.4pp | 519.77%-524.7pp |
| Employer contribution / active EE | $647 | $2,716-76.2% | $1,961-67.0% | $4,779-86.5% |
| Participant deferral / active EE | $789 | $3,844-79.5% | $3,108-74.6% | $5,609-85.9% |
| Admin fee / account holder | $16,980 | $6,522+160.4% | $5,060+235.6% | $10,829+56.8% |