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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 | $11,275 | $77,157-85.4% | $108,405-89.6% | $85,847-86.9% |
| Participation rate | 69.2% | 74.7%-5.4pp | 80.1%-10.9pp | 69.3%-0.1pp |
| Annual return | 0.00% | 44.55%-44.6pp | 905.55%-905.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,772 | $5,567+39.6% | $6,563+18.4% | $3,952+96.6% |
| Admin fee / account holder | $559 | $5,174-89.2% | $7,297-92.3% | $6,261-91.1% |