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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 | $6,101 | $125,184-95.1% | $105,607-94.2% | $145,884-95.8% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 0.00% | 225.00%-225.0pp | 116.11%-116.1pp | 551.85%-551.8pp |
| Employer contribution / active EE | $831 | $3,720-77.6% | $3,167-73.7% | $4,662-82.2% |
| Participant deferral / active EE | $1,625 | $5,714-71.6% | $5,011-67.6% | $6,690-75.7% |
| Admin fee / account holder | $687 | $17,133-96.0% | $10,958-93.7% | $13,392-94.9% |