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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 | $14,759 | $138,076-89.3% | $123,553-88.1% | $135,380-89.1% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,988 | $5,152-61.4% | $4,628-57.0% | $4,779-58.4% |
| Participant deferral / active EE | $9,607 | $6,800+41.3% | $6,426+49.5% | $5,609+71.3% |
| Admin fee / account holder | $352 | $10,917-96.8% | $9,284-96.2% | $10,828-96.7% |