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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 | $3,737 | $97,729-96.2% | $83,830-95.5% | $135,379-97.2% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | 0.53% | 1287.52%-1287.0pp | 850.97%-850.4pp | 519.79%-519.3pp |
| Employer contribution / active EE | $2,743 | $4,222-35.0% | $3,631-24.5% | $4,779-42.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $449 | $6,674-93.3% | $5,479-91.8% | $10,828-95.9% |