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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 | $12,726 | $154,193-91.7% | $130,045-90.2% | $139,466-90.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 0.00% | 32.51%-32.5pp | -137.30%+137.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,024 | $5,292-61.8% | $4,321-53.2% | $4,754-57.4% |
| Participant deferral / active EE | $7,001 | $6,709+4.4% | $5,820+20.3% | $6,712+4.3% |
| Admin fee / account holder | $412 | $13,989-97.1% | $10,600-96.1% | $11,409-96.4% |