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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 | $13,434 | $97,729-86.3% | $83,830-84.0% | $135,379-90.1% |
| Participation rate | 58.3% | 80.0%-21.6pp | 76.1%-17.8pp | 82.6%-24.3pp |
| Annual return | -0.00% | 1287.52%-1287.5pp | 850.97%-851.0pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,858 | $4,222-56.0% | $3,631-48.8% | $4,779-61.1% |
| Participant deferral / active EE | $1,952 | $4,683-58.3% | $4,082-52.2% | $5,609-65.2% |
| Admin fee / account holder | $825 | $6,674-87.6% | $5,479-84.9% | $10,828-92.4% |