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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 | $9,082 | $103,008-91.2% | $90,304-89.9% | $152,897-94.1% |
| Participation rate | 41.7% | 75.9%-34.2pp | 73.3%-31.6pp | 82.5%-40.8pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $3,530 | $3,139+12.4% | $2,855+23.7% | $4,764-25.9% |
| Participant deferral / active EE | $5,334 | $4,281+24.6% | $3,885+37.3% | $5,851-8.8% |
| Admin fee / account holder | $435 | $6,175-93.0% | $5,354-91.9% | $11,599-96.3% |