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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 | $13,442 | $165,399-91.9% | $149,745-91.0% | $158,982-91.5% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,100 | $5,105-78.4% | $4,646-76.3% | $4,763-76.9% |
| Participant deferral / active EE | $2,590 | $7,183-63.9% | $6,843-62.2% | $5,983-56.7% |
| Admin fee / account holder | $345 | $10,811-96.8% | $9,312-96.3% | $11,252-96.9% |