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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 | $4,467 | $884,045-99.5% | $453,569-99.0% | $167,536-97.3% |
| Participation rate | 60.0% | 81.6%-21.6pp | 78.0%-18.0pp | 82.1%-22.1pp |
| Annual return | 0.00% | 29.49%-29.5pp | 64.43%-64.4pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,504 | $5,538-72.8% | $4,072-63.1% | $4,839-68.9% |
| Participant deferral / active EE | $2,357 | $7,898-70.2% | $6,211-62.1% | $6,342-62.8% |
| Admin fee / account holder | $466 | $22,063-97.9% | $11,214-95.8% | $12,315-96.2% |