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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 | $6,779 | $106,008-93.6% | $92,240-92.7% | $147,586-95.4% |
| Participation rate | 68.8% | 80.4%-11.7pp | 76.5%-7.7pp | 82.8%-14.1pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,022 | $4,333-53.3% | $3,680-45.1% | $4,876-58.5% |
| Participant deferral / active EE | $3,131 | $4,478-30.1% | $3,897-19.7% | $5,439-42.4% |
| Admin fee / account holder | $652 | $6,333-89.7% | $5,194-87.4% | $10,886-94.0% |