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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 | $2,475 | $169,336-98.5% | $129,384-98.1% | $145,884-98.3% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 0.00% | 14408.70%-14408.7pp | 9461.77%-9461.8pp | 551.85%-551.8pp |
| Employer contribution / active EE | $960 | $5,540-82.7% | $4,153-76.9% | $4,662-79.4% |
| Participant deferral / active EE | $960 | $4,985-80.7% | $4,166-77.0% | $6,690-85.6% |
| Admin fee / account holder | $490 | $9,912-95.1% | $7,686-93.6% | $13,392-96.3% |