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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 | $25,949 | $180,462-85.6% | $154,111-83.2% | $135,379-80.8% |
| Participation rate | 43.8% | 87.4%-43.7pp | 83.0%-39.3pp | 82.6%-38.9pp |
| Annual return | -1.79% | 888.17%-890.0pp | 735.18%-737.0pp | 519.79%-521.6pp |
| Employer contribution / active EE | $1,421 | $6,036-76.5% | $5,298-73.2% | $4,779-70.3% |
| Participant deferral / active EE | $2,120 | $5,806-63.5% | $5,081-58.3% | $5,609-62.2% |
| Admin fee / account holder | $30,040 | $16,145+86.1% | $13,411+124.0% | $10,828+177.4% |