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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 | $10,021 | $157,296-93.6% | $141,191-92.9% | $152,897-93.4% |
| Participation rate | 35.7% | 84.8%-49.1pp | 82.5%-46.8pp | 82.5%-46.7pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,774 | $7,111-32.9% | $6,710-28.8% | $5,851-18.4% |
| Admin fee / account holder | $437 | $12,125-96.4% | $10,264-95.7% | $11,599-96.2% |