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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 | $13,321 | $197,819-93.3% | $155,789-91.4% | $125,388-89.4% |
| Participation rate | 62.5% | 82.1%-19.6pp | 76.1%-13.6pp | 83.2%-20.7pp |
| Annual return | 0.00% | 86.73%-86.7pp | 71.54%-71.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,645 | $4,850-45.5% | $3,839-31.1% | $4,866-45.6% |
| Participant deferral / active EE | $6,230 | $5,631+10.6% | $4,798+29.8% | $5,352+16.4% |
| Admin fee / account holder | $13,398 | $9,544+40.4% | $7,477+79.2% | $9,541+40.4% |