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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 | $6,857 | $202,342-96.6% | $172,752-96.0% | $152,897-95.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,334 | $5,858-60.2% | $5,144-54.6% | $4,764-51.0% |
| Participant deferral / active EE | $5,682 | $5,948-4.5% | $5,198+9.3% | $5,851-2.9% |
| Admin fee / account holder | $6,726 | $17,111-60.7% | $13,955-51.8% | $11,599-42.0% |