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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 | $92,684-93.6% | $82,706-92.8% | $134,509-95.6% |
| Participation rate | 38.5% | 75.2%-36.7pp | 72.6%-34.1pp | 81.2%-42.8pp |
| Annual return | -12.36% | 945.84%-958.2pp | 701.76%-714.1pp | 418.13%-430.5pp |
| Employer contribution / active EE | $1,556 | $3,272-52.4% | $3,007-48.3% | $4,741-67.2% |
| Participant deferral / active EE | $1,748 | $4,800-63.6% | $4,394-60.2% | $6,400-72.7% |
| Admin fee / account holder | $3,135 | $5,982-47.6% | $5,329-41.2% | $11,427-72.6% |