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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 | $4,056 | $148,623-97.3% | $135,974-97.0% | $139,466-97.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,116 | $5,246-78.7% | $4,859-77.0% | $4,754-76.5% |
| Participant deferral / active EE | $3,534 | $8,103-56.4% | $7,760-54.5% | $6,712-47.3% |
| Admin fee / account holder | $937 | $12,406-92.5% | $10,767-91.3% | $11,409-91.8% |