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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 | $11,745 | $138,078-91.5% | $125,363-90.6% | $134,509-91.3% |
| Participation rate | 38.5% | 84.5%-46.0pp | 82.4%-43.9pp | 81.2%-42.8pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,819 | $5,245-65.3% | $4,815-62.2% | $4,741-61.6% |
| Participant deferral / active EE | $4,379 | $7,800-43.9% | $7,447-41.2% | $6,400-31.6% |
| Admin fee / account holder | $3,866 | $11,566-66.6% | $10,005-61.4% | $11,427-66.2% |