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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 | $2,325 | $92,766-97.5% | $82,763-97.2% | $134,545-98.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $985 | $3,273-69.9% | $3,008-67.3% | $4,742-79.2% |
| Participant deferral / active EE | $1,307 | $4,802-72.8% | $4,395-70.3% | $6,401-79.6% |
| Admin fee / account holder | $381 | $5,978-93.6% | $5,325-92.8% | $11,431-96.7% |