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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 | $3,240 | $96,361-96.6% | $80,607-96.0% | $139,456-97.7% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 0.00% | 1350.95%-1350.9pp | 936.11%-936.1pp | 373.45%-373.4pp |
| Employer contribution / active EE | $951 | $3,262-70.8% | $2,724-65.1% | $4,753-80.0% |
| Participant deferral / active EE | $1,289 | $5,232-75.4% | $4,448-71.0% | $6,711-80.8% |
| Admin fee / account holder | $334 | $6,601-94.9% | $5,379-93.8% | $11,407-97.1% |