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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 | $9,017 | $96,123-90.6% | $77,361-88.3% | $198,609-95.5% |
| Participation rate | 33.3% | 81.1%-47.8pp | 75.0%-41.6pp | 82.4%-49.0pp |
| Annual return | 0.00% | 2054.81%-2054.8pp | 1011.54%-1011.5pp | 202.70%-202.7pp |
| Employer contribution / active EE | $3,911 | $3,791+3.2% | $2,990+30.8% | $5,055-22.6% |
| Participant deferral / active EE | $2,083 | $4,975-58.1% | $3,911-46.7% | $6,977-70.1% |
| Admin fee / account holder | $9,202 | $9,471-2.8% | $5,894+56.1% | $19,030-51.6% |