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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 | $3,321 | $77,416-95.7% | $69,464-95.2% | $152,897-97.8% |
| Participation rate | 60.0% | 78.1%-18.1pp | 74.6%-14.6pp | 82.5%-22.5pp |
| Annual return | 0.00% | 39.08%-39.1pp | 28.98%-29.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,013 | $3,315-69.4% | $2,779-63.6% | $4,764-78.7% |
| Participant deferral / active EE | $1,776 | $4,413-59.7% | $3,536-49.8% | $5,851-69.6% |
| Admin fee / account holder | $309 | $6,208-95.0% | $3,840-92.0% | $11,599-97.3% |