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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 | $28,673 | $160,059-82.1% | $140,019-79.5% | $135,380-78.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -2.93% | 911.48%-914.4pp | 651.17%-654.1pp | 519.81%-522.7pp |
| Employer contribution / active EE | $1,574 | $6,420-75.5% | $5,605-71.9% | $4,779-67.1% |
| Participant deferral / active EE | $3,845 | $7,641-49.7% | $6,927-44.5% | $5,609-31.5% |
| Admin fee / account holder | $39,846 | $13,328+199.0% | $10,705+272.2% | $10,828+268.0% |