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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 | $21,126 | $180,462-88.3% | $154,111-86.3% | $135,379-84.4% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -6.28% | 888.17%-894.5pp | 735.18%-741.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $2,651 | $6,036-56.1% | $5,298-50.0% | $4,779-44.5% |
| Participant deferral / active EE | $3,007 | $5,806-48.2% | $5,081-40.8% | $5,609-46.4% |
| Admin fee / account holder | $1,676 | $16,145-89.6% | $13,411-87.5% | $10,828-84.5% |