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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 | $2,266 | $165,399-98.6% | $149,745-98.5% | $158,982-98.6% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,569 | $5,105-69.3% | $4,646-66.2% | $4,763-67.1% |
| Participant deferral / active EE | $4,432 | $7,183-38.3% | $6,843-35.2% | $5,983-25.9% |
| Admin fee / account holder | $6,547 | $10,811-39.4% | $9,312-29.7% | $11,252-41.8% |