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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 | $6,930 | $135,956-94.9% | $123,894-94.4% | $273,972-97.5% |
| Participation rate | 6.7% | 84.1%-77.4pp | 81.4%-74.7pp | 83.0%-76.3pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,319 | $5,170-55.1% | $4,617-49.8% | $4,869-52.4% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,145 | $9,817-47.6% | $8,357-38.4% | $10,133-49.2% |