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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 | $4,871 | $73,518-93.4% | $63,003-92.3% | $147,585-96.7% |
| Participation rate | 36.4% | 77.9%-41.5pp | 74.8%-38.4pp | 82.8%-46.5pp |
| Annual return | 0.00% | 175.46%-175.5pp | 87.59%-87.6pp | 578.57%-578.6pp |
| Employer contribution / active EE | $670 | $3,322-79.8% | $2,760-75.7% | $4,876-86.3% |
| Participant deferral / active EE | $1,566 | $4,183-62.6% | $3,329-53.0% | $5,439-71.2% |
| Admin fee / account holder | $1,324 | $5,952-77.8% | $3,600-63.2% | $10,885-87.8% |