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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 | $26,794 | $180,459-85.2% | $154,108-82.6% | $135,380-80.2% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -5.63% | 888.21%-893.8pp | 735.21%-740.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $1,363 | $6,035-77.4% | $5,298-74.3% | $4,779-71.5% |
| Participant deferral / active EE | $2,138 | $5,806-63.2% | $5,081-57.9% | $5,609-61.9% |
| Admin fee / account holder | $6,537 | $16,145-59.5% | $13,411-51.3% | $10,828-39.6% |