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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 | $6,810 | $92,743-92.7% | $82,744-91.8% | $134,532-94.9% |
| Participation rate | 46.7% | 75.2%-28.5pp | 72.6%-25.9pp | 81.2%-34.6pp |
| Annual return | 0.00% | 946.63%-946.6pp | 702.22%-702.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $939 | $3,273-71.3% | $3,008-68.8% | $4,741-80.2% |
| Participant deferral / active EE | $1,705 | $4,802-64.5% | $4,395-61.2% | $6,401-73.4% |
| Admin fee / account holder | $314 | $5,977-94.8% | $5,325-94.1% | $11,429-97.3% |