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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 | $2,226 | $100,895-97.8% | $90,430-97.5% | $158,950-98.6% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 0.00% | 1725.54%-1725.5pp | 1293.73%-1293.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $850 | $3,689-77.0% | $3,262-73.9% | $4,762-82.2% |
| Participant deferral / active EE | $1,622 | $4,347-62.7% | $3,963-59.1% | $5,983-72.9% |
| Admin fee / account holder | $1,374 | $6,505-78.9% | $5,613-75.5% | $11,248-87.8% |