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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 | $10,014 | $84,685-88.2% | $73,836-86.4% | $125,389-92.0% |
| Participation rate | 39.1% | 76.8%-37.6pp | 73.4%-34.3pp | 83.2%-44.1pp |
| Annual return | -0.02% | 3123.80%-3123.8pp | 2268.06%-2268.1pp | 282.24%-282.3pp |
| Employer contribution / active EE | $72 | $3,123-97.7% | $2,787-97.4% | $4,866-98.5% |
| Participant deferral / active EE | $770 | $3,993-80.7% | $3,583-78.5% | $5,352-85.6% |
| Admin fee / account holder | $1,727 | $5,694-69.7% | $4,882-64.6% | $9,541-81.9% |