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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 | $11,716 | $129,239-90.9% | $93,419-87.5% | $158,966-92.6% |
| Participation rate | 30.0% | 70.9%-40.9pp | 66.8%-36.8pp | 82.0%-52.0pp |
| Annual return | 0.00% | 118.21%-118.2pp | 78.05%-78.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $430 | $2,711-84.1% | $2,075-79.3% | $4,762-91.0% |
| Participant deferral / active EE | $2,928 | $3,909-25.1% | $3,126-6.3% | $5,983-51.1% |
| Admin fee / account holder | $740 | $7,383-90.0% | $5,230-85.9% | $11,250-93.4% |