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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 | $20,227 | $176,120-88.5% | $159,487-87.3% | $167,553-87.9% |
| Participation rate | 53.3% | 85.0%-31.6pp | 82.8%-29.5pp | 82.1%-28.8pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $3,223 | $5,299-39.2% | $4,831-33.3% | $4,840-33.4% |
| Participant deferral / active EE | $7,462 | $7,752-3.7% | $7,354+1.5% | $6,343+17.6% |
| Admin fee / account holder | $3,763 | $12,561-70.0% | $10,804-65.2% | $12,316-69.4% |