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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 | $13,204 | $68,412-80.7% | $94,679-86.1% | $75,181-82.4% |
| Participation rate | 62.2% | 76.1%-13.9pp | 80.8%-18.6pp | 67.2%-5.0pp |
| Annual return | 0.00% | 616.91%-616.9pp | 156.75%-156.8pp | 160.69%-160.7pp |
| Employer contribution / active EE | $2,380 | $2,701-11.9% | $3,673-35.2% | $2,671-10.9% |
| Participant deferral / active EE | $3,653 | $6,537-44.1% | $7,417-50.7% | $4,126-11.5% |
| Admin fee / account holder | $476 | $5,326-91.1% | $7,233-93.4% | $5,650-91.6% |