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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 | $4,871 | $81,208-94.0% | $98,920-95.1% | $79,852-93.9% |
| Participation rate | 53.1% | 72.5%-19.4pp | 76.0%-22.9pp | 69.6%-16.5pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.47%-196.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,369 | $1,960-30.1% | $2,689-49.1% | $2,471-44.6% |
| Participant deferral / active EE | $2,329 | $3,265-28.7% | $4,245-45.1% | $3,740-37.7% |
| Admin fee / account holder | $433 | $6,013-92.8% | $6,643-93.5% | $5,306-91.8% |