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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 | $5,765 | $93,124-93.8% | $77,100-92.5% | $134,545-95.7% |
| Participation rate | 40.0% | 74.5%-34.5pp | 67.9%-27.9pp | 81.2%-41.2pp |
| Annual return | 0.00% | 62.68%-62.7pp | 42.35%-42.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $714 | $3,421-79.1% | $2,815-74.6% | $4,742-84.9% |
| Participant deferral / active EE | $1,830 | $5,242-65.1% | $4,430-58.7% | $6,401-71.4% |
| Admin fee / account holder | $318 | $6,970-95.4% | $5,443-94.2% | $11,431-97.2% |