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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 | $2,775 | $95,975-97.1% | $74,549-96.3% | $135,379-98.0% |
| Participation rate | 30.8% | 75.7%-44.9pp | 69.1%-38.4pp | 82.6%-51.9pp |
| Annual return | 1.82% | 56.96%-55.1pp | 32.53%-30.7pp | 519.79%-518.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,146 | $3,844-44.2% | $3,108-31.0% | $5,609-61.7% |
| Admin fee / account holder | $3,533 | $6,522-45.8% | $5,059-30.2% | $10,828-67.4% |