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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 | $3,524 | $152,591-97.7% | $117,529-97.0% | $134,545-97.4% |
| Participation rate | 20.0% | 77.1%-57.1pp | 70.6%-50.6pp | 81.2%-61.2pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.37%-418.4pp |
| Employer contribution / active EE | $336 | $5,576-94.0% | $4,179-92.0% | $4,742-92.9% |
| Participant deferral / active EE | $1,572 | $4,821-67.4% | $4,072-61.4% | $6,401-75.4% |
| Admin fee / account holder | $5,448 | $7,004-22.2% | $5,645-3.5% | $11,431-52.3% |