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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 | $335 | $156,970-99.8% | $121,210-99.7% | $139,487-99.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 0.00% | 1477.10%-1477.1pp | 987.41%-987.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $555 | $5,546-90.0% | $4,171-86.7% | $4,755-88.3% |
| Participant deferral / active EE | $576 | $4,849-88.1% | $4,084-85.9% | $6,713-91.4% |
| Admin fee / account holder | $1,969 | $6,947-71.7% | $5,647-65.1% | $11,407-82.7% |