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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 | $26,142 | $168,635-84.5% | $147,617-82.3% | $125,389-79.2% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -1.44% | 77.65%-79.1pp | 61.98%-63.4pp | 282.24%-283.7pp |
| Employer contribution / active EE | $2,299 | $6,252-63.2% | $5,564-58.7% | $4,866-52.8% |
| Participant deferral / active EE | $4,597 | $5,507-16.5% | $4,895-6.1% | $5,352-14.1% |
| Admin fee / account holder | $503 | $13,580-96.3% | $11,612-95.7% | $9,541-94.7% |