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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 | $11,107 | $138,078-92.0% | $125,363-91.1% | $134,509-91.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.50% | 750.49%-771.0pp | 572.15%-592.6pp | 418.13%-438.6pp |
| Employer contribution / active EE | $3,956 | $5,245-24.6% | $4,815-17.8% | $4,741-16.6% |
| Participant deferral / active EE | $6,506 | $7,800-16.6% | $7,447-12.6% | $6,400+1.6% |
| Admin fee / account holder | $1,161 | $11,566-90.0% | $10,005-88.4% | $11,427-89.8% |