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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 | $8,645 | $150,447-94.3% | $136,298-93.7% | $147,586-94.1% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,370 | $5,256-73.9% | $4,696-70.8% | $4,876-71.9% |
| Participant deferral / active EE | $3,727 | $6,631-43.8% | $6,247-40.3% | $5,439-31.5% |
| Admin fee / account holder | $701 | $10,906-93.6% | $9,244-92.4% | $10,886-93.6% |