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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 | $3,424 | $150,447-97.7% | $136,298-97.5% | $147,586-97.7% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,850 | $5,256-45.8% | $4,696-39.3% | $4,876-41.6% |
| Participant deferral / active EE | $3,938 | $6,631-40.6% | $6,247-37.0% | $5,439-27.6% |
| Admin fee / account holder | $1,040 | $10,906-90.5% | $9,244-88.8% | $10,886-90.5% |