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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 | $3,155 | $148,629-97.9% | $135,982-97.7% | $139,487-97.7% |
| Participation rate | 20.0% | 83.9%-63.9pp | 81.9%-61.9pp | 80.3%-60.3pp |
| Annual return | 0.00% | 79.33%-79.3pp | 68.32%-68.3pp | 373.84%-373.8pp |
| Employer contribution / active EE | $2,923 | $5,247-44.3% | $4,859-39.9% | $4,755-38.5% |
| Participant deferral / active EE | $4,393 | $8,102-45.8% | $7,760-43.4% | $6,713-34.6% |
| Admin fee / account holder | $1,816 | $12,406-85.4% | $10,767-83.1% | $11,407-84.1% |