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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 | $483 | $92,743-99.5% | $82,744-99.4% | $134,532-99.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | 0.00% | 946.63%-946.6pp | 702.22%-702.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,037 | $3,273-68.3% | $3,008-65.5% | $4,741-78.1% |
| Participant deferral / active EE | $1,335 | $4,802-72.2% | $4,395-69.6% | $6,401-79.1% |
| Admin fee / account holder | $4,228 | $5,977-29.3% | $5,325-20.6% | $11,429-63.0% |