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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 | $4,565 | $97,732-95.3% | $83,831-94.6% | $135,380-96.6% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,678 | $4,222-60.3% | $3,631-53.8% | $4,779-64.9% |
| Participant deferral / active EE | $1,686 | $4,683-64.0% | $4,082-58.7% | $5,609-69.9% |
| Admin fee / account holder | $594 | $6,675-91.1% | $5,479-89.2% | $10,828-94.5% |