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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 | $10,896 | $107,941-89.9% | $91,994-88.2% | $152,897-92.9% |
| Participation rate | 53.8% | 81.2%-27.3pp | 78.6%-24.8pp | 82.5%-28.6pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,729 | $4,212-35.2% | $3,453-21.0% | $4,764-42.7% |
| Participant deferral / active EE | $5,361 | $6,366-15.8% | $5,924-9.5% | $5,851-8.4% |
| Admin fee / account holder | $1,514 | $10,521-85.6% | $7,744-80.5% | $11,599-87.0% |