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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 | $5,941 | $104,106-94.3% | $71,086-91.6% | $135,382-95.6% |
| Participation rate | 20.0% | 65.7%-45.7pp | 54.7%-34.7pp | 82.6%-62.6pp |
| Annual return | -0.49% | 1256.30%-1256.8pp | 650.59%-651.1pp | 519.77%-520.3pp |
| Employer contribution / active EE | $264 | $1,485-82.2% | $1,088-75.7% | $4,779-94.5% |
| Participant deferral / active EE | $316 | $2,527-87.5% | $1,874-83.1% | $5,609-94.4% |
| Admin fee / account holder | $812 | $4,142-80.4% | $3,082-73.7% | $10,829-92.5% |