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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 | $3,529 | $95,580-96.3% | $76,872-95.4% | $139,466-97.5% |
| Participation rate | 50.0% | 74.0%-24.0pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 0.00% | 55.00%-55.0pp | 37.90%-37.9pp | 373.66%-373.7pp |
| Employer contribution / active EE | $465 | $3,145-85.2% | $2,533-81.6% | $4,754-90.2% |
| Participant deferral / active EE | $1,680 | $4,623-63.7% | $3,832-56.2% | $6,712-75.0% |
| Admin fee / account holder | $448 | $8,302-94.6% | $5,476-91.8% | $11,409-96.1% |