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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 | $12,018 | $183,592-93.5% | $155,567-92.3% | $145,959-91.8% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 0.00% | 61.24%-61.2pp | 64.74%-64.7pp | 561.95%-561.9pp |
| Employer contribution / active EE | $1,860 | $5,315-65.0% | $4,674-60.2% | $4,661-60.1% |
| Participant deferral / active EE | $5,339 | $6,464-17.4% | $5,628-5.1% | $6,689-20.2% |
| Admin fee / account holder | $14,380 | $19,318-25.6% | $15,916-9.7% | $13,398+7.3% |