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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 | $6,233 | $93,098-93.3% | $77,081-91.9% | $134,509-95.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | 0.00% | 62.63%-62.6pp | 42.33%-42.3pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,593 | $3,419-24.2% | $2,813-7.9% | $4,741-45.3% |
| Participant deferral / active EE | $9,520 | $5,239+81.7% | $4,428+115.0% | $6,400+48.7% |
| Admin fee / account holder | $5,123 | $6,945-26.2% | $5,427-5.6% | $11,427-55.2% |