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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 | $10,731 | $183,988-94.2% | $162,177-93.4% | $152,897-93.0% |
| Participation rate | 61.9% | 88.5%-26.6pp | 87.6%-25.6pp | 82.5%-20.5pp |
| Annual return | 0.00% | 150.79%-150.8pp | 115.60%-115.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,141 | $8,032+13.8% | $7,297+25.3% | $5,851+56.2% |
| Admin fee / account holder | $528 | $13,123-96.0% | $10,843-95.1% | $11,599-95.4% |