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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 | $9,123 | $103,008-91.1% | $90,304-89.9% | $152,897-94.0% |
| Participation rate | 68.8% | 75.9%-7.1pp | 73.3%-4.5pp | 82.5%-13.7pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,463 | $3,139-53.4% | $2,855-48.8% | $4,764-69.3% |
| Participant deferral / active EE | $5,702 | $4,281+33.2% | $3,885+46.8% | $5,851-2.6% |
| Admin fee / account holder | $385 | $6,175-93.8% | $5,354-92.8% | $11,599-96.7% |