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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 | $2,453 | $110,551-97.8% | $80,741-97.0% | $167,536-98.5% |
| Participation rate | 28.6% | 64.0%-35.4pp | 54.2%-25.6pp | 82.1%-53.5pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $454 | $1,543-70.6% | $1,160-60.9% | $4,839-90.6% |
| Participant deferral / active EE | $1,098 | $2,870-61.7% | $2,145-48.8% | $6,342-82.7% |
| Admin fee / account holder | $421 | $4,547-90.7% | $3,380-87.6% | $12,315-96.6% |