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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 | $817 | $138,078-99.4% | $125,363-99.3% | $134,509-99.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $4,783 | $5,245-8.8% | $4,815-0.7% | $4,741+0.9% |
| Participant deferral / active EE | $12,554 | $7,800+61.0% | $7,447+68.6% | $6,400+96.1% |
| Admin fee / account holder | $27,206 | $11,566+135.2% | $10,005+171.9% | $11,427+138.1% |