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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 | $13,957 | $59,006-76.3% | $97,295-85.7% | $74,478-81.3% |
| Participation rate | 41.0% | 63.7%-22.7pp | 72.7%-31.7pp | 67.2%-26.2pp |
| Annual return | 0.00% | 16.04%-16.0pp | 75.62%-75.6pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $1,366 | $1,894-27.9% | $2,723-49.8% | $2,626-48.0% |
| Participant deferral / active EE | $2,324 | $3,671-36.7% | $4,264-45.5% | $4,350-46.6% |
| Admin fee / account holder | $2,499 | $1,974+26.6% | $5,646-55.7% | $1,946+28.5% |