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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 | $6,109 | $97,761-93.8% | $83,850-92.7% | $135,382-95.5% |
| Participation rate | 44.4% | 80.0%-35.5pp | 76.1%-31.7pp | 82.6%-38.2pp |
| Annual return | -0.07% | 1287.44%-1287.5pp | 850.92%-851.0pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,632 | $4,222-61.3% | $3,631-55.1% | $4,779-65.9% |
| Participant deferral / active EE | $3,668 | $4,682-21.7% | $4,082-10.1% | $5,609-34.6% |
| Admin fee / account holder | $52,284 | $6,674+683.4% | $5,478+854.4% | $10,829+382.8% |