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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 | $4,787 | $75,962-93.7% | $154,111-96.9% | $64,173-92.5% |
| Participation rate | 15.6% | 70.4%-54.9pp | 83.0%-67.5pp | 69.6%-54.0pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.18%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $7,349 | $3,350+119.4% | $5,298+38.7% | $2,381+208.7% |
| Participant deferral / active EE | $4,719 | $3,175+48.6% | $5,081-7.1% | $3,470+36.0% |
| Admin fee / account holder | $347 | $5,589-93.8% | $13,411-97.4% | $4,887-92.9% |