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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 | $11,835 | $99,011-88.0% | $86,582-86.3% | $147,586-92.0% |
| Participation rate | 27.3% | 76.3%-49.1pp | 73.5%-46.3pp | 82.8%-55.6pp |
| Annual return | 83.73% | 1312.75%-1229.0pp | 965.08%-881.4pp | 578.59%-494.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,093 | $3,972-72.5% | $3,609-69.7% | $5,439-79.9% |
| Admin fee / account holder | $12,971 | $5,709+127.2% | $4,904+164.5% | $10,886+19.2% |