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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 | $3,773 | $152,597-97.5% | $117,533-96.8% | $134,532-97.2% |
| Participation rate | 55.6% | 77.1%-21.6pp | 70.6%-15.0pp | 81.2%-25.7pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,130 | $5,576-79.7% | $4,179-73.0% | $4,741-76.2% |
| Participant deferral / active EE | $3,461 | $4,821-28.2% | $4,072-15.0% | $6,401-45.9% |
| Admin fee / account holder | $596 | $7,007-91.5% | $5,647-89.4% | $11,429-94.8% |