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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 | $9,448 | $138,076-93.2% | $123,553-92.4% | $135,380-93.0% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,368 | $5,152-54.0% | $4,628-48.8% | $4,779-50.4% |
| Participant deferral / active EE | $3,935 | $6,800-42.1% | $6,426-38.8% | $5,609-29.8% |
| Admin fee / account holder | $303 | $10,917-97.2% | $9,284-96.7% | $10,828-97.2% |