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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 | $33,985 | $106,164-68.0% | $147,041-76.9% | $77,692-56.3% |
| Participation rate | 13.8% | 78.4%-64.5pp | 82.2%-68.3pp | 70.6%-56.7pp |
| Annual return | 14.90% | 56.81%-41.9pp | 419.21%-404.3pp | 31.25%-16.4pp |
| Employer contribution / active EE | $0 | $4,066-100.0% | $4,935-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,738 | $7,993-53.2% | $8,071-53.7% | $4,648-19.6% |
| Admin fee / account holder | $9,930 | $338+2838.2% | $13,006-23.7% | $431+2206.5% |