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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 | $2,548 | $102,663-97.5% | $86,216-97.0% | $139,466-98.2% |
| Participation rate | 64.7% | 74.5%-9.8pp | 69.0%-4.3pp | 80.3%-15.6pp |
| Annual return | 0.00% | 1924.52%-1924.5pp | 1169.42%-1169.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $735 | $3,035-75.8% | $2,382-69.2% | $4,754-84.5% |
| Participant deferral / active EE | $1,152 | $4,677-75.4% | $3,986-71.1% | $6,712-82.8% |
| Admin fee / account holder | $363 | $8,663-95.8% | $6,853-94.7% | $11,409-96.8% |