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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 | $7,505 | $138,076-94.6% | $123,553-93.9% | $135,380-94.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,763 | $5,152-46.4% | $4,628-40.3% | $4,779-42.2% |
| Participant deferral / active EE | $2,622 | $6,800-61.4% | $6,426-59.2% | $5,609-53.2% |
| Admin fee / account holder | $534 | $10,917-95.1% | $9,284-94.3% | $10,828-95.1% |