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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 | $25,927 | $160,059-83.8% | $140,019-81.5% | $135,380-80.8% |
| Participation rate | 61.9% | 88.5%-26.6pp | 87.5%-25.6pp | 82.6%-20.7pp |
| Annual return | -4.30% | 911.48%-915.8pp | 651.17%-655.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $3,458 | $6,420-46.1% | $5,605-38.3% | $4,779-27.6% |
| Participant deferral / active EE | $6,273 | $7,641-17.9% | $6,927-9.4% | $5,609+11.8% |
| Admin fee / account holder | $5,338 | $13,328-60.0% | $10,705-50.1% | $10,828-50.7% |