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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 | $6,814 | $138,114-95.1% | $125,391-94.6% | $134,545-94.9% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,204 | $5,246-58.0% | $4,816-54.2% | $4,742-53.5% |
| Participant deferral / active EE | $3,166 | $7,801-59.4% | $7,448-57.5% | $6,401-50.5% |
| Admin fee / account holder | $10,871 | $11,570-6.0% | $10,009+8.6% | $11,431-4.9% |