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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 | $8,396 | $202,342-95.9% | $172,752-95.1% | $152,897-94.5% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,352 | $5,858-76.9% | $5,144-73.7% | $4,764-71.6% |
| Participant deferral / active EE | $2,420 | $5,948-59.3% | $5,198-53.4% | $5,851-58.6% |
| Admin fee / account holder | $359 | $17,111-97.9% | $13,955-97.4% | $11,599-96.9% |