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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 | $14,073 | $138,102-89.8% | $125,381-88.8% | $134,532-89.5% |
| Participation rate | 63.2% | 84.5%-21.3pp | 82.4%-19.2pp | 81.2%-18.1pp |
| Annual return | -19.22% | 750.73%-769.9pp | 572.31%-591.5pp | 418.27%-437.5pp |
| Employer contribution / active EE | $2,713 | $5,245-48.3% | $4,815-43.7% | $4,741-42.8% |
| Participant deferral / active EE | $4,884 | $7,801-37.4% | $7,448-34.4% | $6,401-23.7% |
| Admin fee / account holder | $4,885 | $11,568-57.8% | $10,007-51.2% | $11,429-57.3% |