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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 | $18,812 | $180,462-89.6% | $154,111-87.8% | $135,379-86.1% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -5.36% | 888.17%-893.5pp | 735.18%-740.5pp | 519.79%-525.1pp |
| Employer contribution / active EE | $1,551 | $6,036-74.3% | $5,298-70.7% | $4,779-67.5% |
| Participant deferral / active EE | $4,961 | $5,806-14.6% | $5,081-2.4% | $5,609-11.5% |
| Admin fee / account holder | $15,480 | $16,145-4.1% | $13,411+15.4% | $10,828+43.0% |