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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 | $7,959 | $152,612-94.8% | $125,192-93.6% | $152,897-94.8% |
| Participation rate | 38.1% | 83.3%-45.2pp | 79.8%-41.7pp | 82.5%-44.4pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,999 | $5,868-48.9% | $4,937-39.3% | $5,851-48.7% |
| Admin fee / account holder | $2,947 | $13,437-78.1% | $9,704-69.6% | $11,599-74.6% |