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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 | $10,451 | $157,304-93.4% | $141,197-92.6% | $152,909-93.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,039 | $5,263-61.3% | $4,736-56.9% | $4,764-57.2% |
| Participant deferral / active EE | $4,572 | $7,111-35.7% | $6,710-31.9% | $5,851-21.9% |
| Admin fee / account holder | $329 | $12,126-97.3% | $10,265-96.8% | $11,601-97.2% |