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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 | $12,879 | $160,059-92.0% | $140,019-90.8% | $135,379-90.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -2.44% | 911.44%-913.9pp | 651.15%-653.6pp | 519.79%-522.2pp |
| Employer contribution / active EE | $2,678 | $6,420-58.3% | $5,605-52.2% | $4,779-44.0% |
| Participant deferral / active EE | $5,658 | $7,641-26.0% | $6,927-18.3% | $5,609+0.9% |
| Admin fee / account holder | $6,015 | $13,328-54.9% | $10,705-43.8% | $10,828-44.4% |