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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 | $12,751 | $154,159-91.7% | $130,026-90.2% | $139,456-90.9% |
| Participation rate | 52.2% | 82.0%-29.8pp | 78.5%-26.3pp | 80.3%-28.2pp |
| Annual return | 0.00% | 32.50%-32.5pp | -137.26%+137.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,482 | $5,292-72.0% | $4,321-65.7% | $4,753-68.8% |
| Participant deferral / active EE | $2,986 | $6,710-55.5% | $5,821-48.7% | $6,711-55.5% |
| Admin fee / account holder | $631 | $14,001-95.5% | $10,608-94.1% | $11,407-94.5% |