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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 | $2,417 | $202,440-98.8% | $169,390-98.6% | $139,466-98.3% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 0.00% | 532.36%-532.4pp | 406.07%-406.1pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,758 | $4,693-62.5% | $4,013-56.2% | $4,754-63.0% |
| Participant deferral / active EE | $1,758 | $6,940-74.7% | $6,222-71.8% | $6,712-73.8% |
| Admin fee / account holder | $1,329 | $10,722-87.6% | $9,015-85.3% | $11,409-88.4% |