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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 | $6,035 | $84,708-92.9% | $75,714-92.0% | $167,536-96.4% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.8%-32.0pp | 82.1%-39.3pp |
| Annual return | 0.00% | 199.62%-199.6pp | 104.62%-104.6pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,297 | $3,231-59.9% | $2,744-52.7% | $4,839-73.2% |
| Participant deferral / active EE | $2,402 | $4,577-47.5% | $3,820-37.1% | $6,342-62.1% |
| Admin fee / account holder | $810 | $5,358-84.9% | $3,619-77.6% | $12,315-93.4% |