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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 | $10,787 | $227,566-95.3% | $189,558-94.3% | $167,518-93.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.5%-11.8pp | 82.1%-15.4pp |
| Annual return | 0.00% | 78.43%-78.4pp | 64.19%-64.2pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,936 | $5,316-63.6% | $4,412-56.1% | $4,838-60.0% |
| Participant deferral / active EE | $5,058 | $7,002-27.8% | $6,174-18.1% | $6,342-20.2% |
| Admin fee / account holder | $443 | $11,881-96.3% | $9,809-95.5% | $12,312-96.4% |