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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 | $6,209 | $107,368-94.2% | $92,915-93.3% | $152,909-95.9% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.5%-24.1pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,425 | $4,222-42.6% | $3,653-33.6% | $4,764-49.1% |
| Participant deferral / active EE | $3,771 | $4,848-22.2% | $4,238-11.0% | $5,851-35.6% |
| Admin fee / account holder | $518 | $7,082-92.7% | $5,796-91.1% | $11,601-95.5% |