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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 | $5,955 | $92,766-93.6% | $82,763-92.8% | $134,545-95.6% |
| Participation rate | 38.5% | 75.2%-36.7pp | 72.6%-34.1pp | 81.2%-42.8pp |
| Annual return | -12.36% | 946.97%-959.3pp | 702.45%-714.8pp | 418.37%-430.7pp |
| Employer contribution / active EE | $1,556 | $3,273-52.5% | $3,008-48.3% | $4,742-67.2% |
| Participant deferral / active EE | $1,748 | $4,802-63.6% | $4,395-60.2% | $6,401-72.7% |
| Admin fee / account holder | $3,135 | $5,978-47.5% | $5,325-41.1% | $11,431-72.6% |