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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 | $13,387 | $138,102-90.3% | $125,381-89.3% | $134,532-90.0% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -14.70% | 750.73%-765.4pp | 572.31%-587.0pp | 418.27%-433.0pp |
| Employer contribution / active EE | $1,179 | $5,245-77.5% | $4,815-75.5% | $4,741-75.1% |
| Participant deferral / active EE | $3,631 | $7,801-53.4% | $7,448-51.2% | $6,401-43.3% |
| Admin fee / account holder | $1,696 | $11,568-85.3% | $10,007-83.1% | $11,429-85.2% |