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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 | $11,786 | $60,119-80.4% | $90,430-87.0% | $79,858-85.2% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.73%-1293.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $604 | $2,068-70.8% | $3,262-81.5% | $2,471-75.5% |
| Participant deferral / active EE | $1,220 | $2,938-58.5% | $3,963-69.2% | $3,740-67.4% |
| Admin fee / account holder | $614 | $3,976-84.6% | $5,613-89.1% | $5,306-88.4% |