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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 | $8,368 | $105,160-92.0% | $94,679-91.2% | $139,456-94.0% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | 0.00% | 38.04%-38.0pp | 156.75%-156.8pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,390 | $4,107-66.2% | $3,673-62.2% | $4,753-70.8% |
| Participant deferral / active EE | $2,840 | $7,599-62.6% | $7,417-61.7% | $6,711-57.7% |
| Admin fee / account holder | $305 | $8,988-96.6% | $7,233-95.8% | $11,407-97.3% |