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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 | $20,480 | $102,422-80.0% | $147,117-86.1% | $80,959-74.7% |
| Participation rate | 60.8% | 75.9%-15.1pp | 82.2%-21.4pp | 67.7%-6.9pp |
| Annual return | 0.00% | 135.16%-135.2pp | 420.54%-420.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $2,416 | $3,717-35.0% | $4,932-51.0% | $2,757-12.4% |
| Participant deferral / active EE | $3,967 | $6,652-40.4% | $8,065-50.8% | $4,300-7.8% |
| Admin fee / account holder | $359 | $7,953-95.5% | $12,993-97.2% | $6,925-94.8% |