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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 | $9,116 | $165,399-94.5% | $149,745-93.9% | $158,982-94.3% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,561 | $5,105-69.4% | $4,646-66.4% | $4,763-67.2% |
| Participant deferral / active EE | $4,954 | $7,183-31.0% | $6,843-27.6% | $5,983-17.2% |
| Admin fee / account holder | $3,580 | $10,811-66.9% | $9,312-61.6% | $11,252-68.2% |