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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 | $1,702 | $117,444-98.6% | $99,479-98.3% | $152,909-98.9% |
| Participation rate | 57.1% | 77.5%-20.4pp | 73.8%-16.7pp | 82.5%-25.3pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,362 | $4,086-66.7% | $3,619-62.4% | $5,851-76.7% |
| Admin fee / account holder | $366 | $7,635-95.2% | $6,253-94.1% | $11,601-96.8% |