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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 | $17,499 | $65,555-73.3% | $86,216-79.7% | $75,173-76.7% |
| Participation rate | 34.7% | 60.5%-25.8pp | 69.0%-34.3pp | 67.2%-32.5pp |
| Annual return | 0.00% | 46.07%-46.1pp | 1169.42%-1169.4pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,533 | $3,023+16.9% | $3,986-11.4% | $4,126-14.4% |
| Admin fee / account holder | $426 | $5,469-92.2% | $6,853-93.8% | $5,651-92.5% |