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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 | $19,075 | $157,296-87.9% | $141,191-86.5% | $152,897-87.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,432 | $5,262-53.8% | $4,736-48.7% | $4,764-49.0% |
| Participant deferral / active EE | $9,339 | $7,111+31.3% | $6,710+39.2% | $5,851+59.6% |
| Admin fee / account holder | $511 | $12,125-95.8% | $10,264-95.0% | $11,599-95.6% |