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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 | $7,133 | $175,257-95.9% | $149,717-95.2% | $139,456-94.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 0.00% | 166.70%-166.7pp | 134.41%-134.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,452 | $5,477-73.5% | $4,820-69.9% | $4,753-69.4% |
| Participant deferral / active EE | $2,081 | $6,521-68.1% | $5,682-63.4% | $6,711-69.0% |
| Admin fee / account holder | $507 | $16,156-96.9% | $13,213-96.2% | $11,407-95.6% |