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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 | $2,766 | $93,117-97.0% | $77,096-96.4% | $134,532-97.9% |
| Participation rate | 57.1% | 74.5%-17.4pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | 0.00% | 62.67%-62.7pp | 42.35%-42.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,815 | $3,420-46.9% | $2,814-35.5% | $4,741-61.7% |
| Participant deferral / active EE | $2,599 | $5,241-50.4% | $4,429-41.3% | $6,401-59.4% |
| Admin fee / account holder | $576 | $6,948-91.7% | $5,428-89.4% | $11,429-95.0% |