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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 | $7,109 | $198,457-96.4% | $170,435-95.8% | $147,586-95.2% |
| Participation rate | 41.2% | 88.0%-46.8pp | 83.6%-42.4pp | 82.8%-41.7pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,072 | $6,183-66.5% | $5,432-61.9% | $4,876-57.5% |
| Participant deferral / active EE | $4,011 | $5,629-28.8% | $4,939-18.8% | $5,439-26.3% |
| Admin fee / account holder | $1,141 | $16,852-93.2% | $13,881-91.8% | $10,886-89.5% |