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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 | $5,030 | $104,106-95.2% | $71,086-92.9% | $135,379-96.3% |
| Participation rate | 23.1% | 65.7%-42.6pp | 54.7%-31.6pp | 82.6%-59.6pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $815 | $1,485-45.1% | $1,088-25.0% | $4,779-82.9% |
| Participant deferral / active EE | $2,047 | $2,527-19.0% | $1,874+9.2% | $5,609-63.5% |
| Admin fee / account holder | $563 | $4,142-86.4% | $3,082-81.7% | $10,828-94.8% |