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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 | $9,752 | $166,268-94.1% | $165,100-94.1% | $145,897-93.3% |
| Participation rate | 68.4% | 82.0%-13.6pp | 78.6%-10.2pp | 80.3%-11.9pp |
| Annual return | 0.00% | 100.52%-100.5pp | 70.21%-70.2pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,394 | $5,284-73.6% | $4,348-67.9% | $4,663-70.1% |
| Participant deferral / active EE | $2,175 | $6,964-68.8% | $6,035-64.0% | $6,689-67.5% |
| Admin fee / account holder | $1,007 | $16,659-94.0% | $12,696-92.1% | $13,390-92.5% |