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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 | $6,434 | $81,664-92.1% | $70,476-90.9% | $158,966-96.0% |
| Participation rate | 12.5% | 77.7%-65.2pp | 75.1%-62.6pp | 82.0%-69.5pp |
| Annual return | 0.00% | 208.59%-208.6pp | 109.12%-109.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $638 | $3,219-80.2% | $2,738-76.7% | $4,762-86.6% |
| Participant deferral / active EE | $1,168 | $4,556-74.4% | $3,710-68.5% | $5,983-80.5% |
| Admin fee / account holder | $8,945 | $6,197+44.3% | $3,847+132.5% | $11,250-20.5% |