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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 | $3,480 | $93,346-96.3% | $71,796-95.2% | $273,972-98.7% |
| Participation rate | 42.1% | 76.5%-34.4pp | 69.1%-27.0pp | 83.0%-40.9pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,184 | $3,475-37.1% | $2,794-21.8% | $5,287-58.7% |
| Admin fee / account holder | $820 | $6,571-87.5% | $4,815-83.0% | $10,133-91.9% |