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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 | $1,528 | $102,635-98.5% | $86,209-98.2% | $139,456-98.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 0.00% | 1923.53%-1923.5pp | 1169.05%-1169.1pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,639 | $3,034-46.0% | $2,381-31.2% | $4,753-65.5% |
| Participant deferral / active EE | $2,687 | $4,677-42.6% | $3,986-32.6% | $6,711-60.0% |
| Admin fee / account holder | $7,393 | $8,661-14.6% | $6,853+7.9% | $11,407-35.2% |