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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 | $5,032 | $114,130-95.6% | $96,192-94.8% | $167,553-97.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 0.00% | 190.07%-190.1pp | 192.09%-192.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,430 | $3,431-58.3% | $2,799-48.9% | $4,840-70.5% |
| Participant deferral / active EE | $2,116 | $5,198-59.3% | $4,351-51.4% | $6,343-66.6% |
| Admin fee / account holder | $400 | $6,901-94.2% | $5,539-92.8% | $12,316-96.8% |