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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 | $14,481 | $82,630-82.5% | $64,105-77.4% | $125,389-88.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | -2.90% | 1489.72%-1492.6pp | 791.24%-794.1pp | 282.24%-285.1pp |
| Employer contribution / active EE | $400 | $2,671-85.0% | $1,820-78.0% | $4,866-91.8% |
| Participant deferral / active EE | $1,605 | $3,608-55.5% | $2,822-43.1% | $5,352-70.0% |
| Admin fee / account holder | $2,336 | $6,382-63.4% | $4,499-48.1% | $9,541-75.5% |