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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 | $14,510 | $102,382-85.8% | $147,005-90.1% | $80,874-82.1% |
| Participation rate | 69.4% | 75.8%-6.4pp | 82.2%-12.7pp | 67.6%+1.8pp |
| Annual return | 0.00% | 134.89%-134.9pp | 418.76%-418.8pp | 35.62%-35.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,502 | $6,646+12.9% | $8,070-7.0% | $4,297+74.6% |
| Admin fee / account holder | $455 | $7,942-94.3% | $13,006-96.5% | $6,935-93.4% |