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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 | $5,182 | $56,197-90.8% | $67,652-92.3% | $59,633-91.3% |
| Participation rate | 65.8% | 71.5%-5.7pp | 75.7%-9.9pp | 68.7%-2.9pp |
| Annual return | 0.00% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,321 | $1,615-18.2% | $2,266-41.7% | $2,203-40.0% |
| Participant deferral / active EE | $2,632 | $2,844-7.5% | $3,560-26.1% | $3,192-17.6% |
| Admin fee / account holder | $323 | $3,958-91.8% | $4,821-93.3% | $4,297-92.5% |