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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 | $1,286 | $129,959-99.0% | $104,301-98.8% | $134,532-99.0% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | 0.00% | 42.04%-42.0pp | 24.61%-24.6pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,136 | $4,185-72.9% | $3,373-66.3% | $4,741-76.0% |
| Participant deferral / active EE | $2,095 | $5,589-62.5% | $4,626-54.7% | $6,401-67.3% |
| Admin fee / account holder | $1,699 | $9,325-81.8% | $7,340-76.9% | $11,429-85.1% |