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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 | $3,472 | $92,707-96.3% | $82,726-95.8% | $134,493-97.4% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | 0.00% | 945.12%-945.1pp | 701.33%-701.3pp | 418.01%-418.0pp |
| Employer contribution / active EE | $647 | $3,274-80.2% | $3,009-78.5% | $4,740-86.4% |
| Participant deferral / active EE | $1,090 | $4,801-77.3% | $4,394-75.2% | $6,400-83.0% |
| Admin fee / account holder | $332 | $5,980-94.4% | $5,328-93.8% | $11,425-97.1% |