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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 | $1,444 | $165,361-99.1% | $149,715-99.0% | $158,950-99.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 0.00% | 348.24%-348.2pp | 276.66%-276.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,310 | $5,103-74.3% | $4,645-71.8% | $4,762-72.5% |
| Participant deferral / active EE | $3,160 | $7,182-56.0% | $6,842-53.8% | $5,983-47.2% |
| Admin fee / account holder | $8,055 | $10,808-25.5% | $9,310-13.5% | $11,248-28.4% |