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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 | $6,680 | $104,106-93.6% | $71,086-90.6% | $135,382-95.1% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.7%-21.3pp | 82.6%-49.3pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.77%-519.8pp |
| Employer contribution / active EE | $771 | $1,485-48.1% | $1,088-29.1% | $4,779-83.9% |
| Participant deferral / active EE | $1,981 | $2,527-21.6% | $1,874+5.7% | $5,609-64.7% |
| Admin fee / account holder | $407 | $4,142-90.2% | $3,082-86.8% | $10,829-96.2% |