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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 | $5,031 | $202,460-97.5% | $169,385-97.0% | $139,456-96.4% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 0.00% | 532.07%-532.1pp | 405.82%-405.8pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,271 | $4,691-72.9% | $4,012-68.3% | $4,753-73.3% |
| Participant deferral / active EE | $2,638 | $6,938-62.0% | $6,221-57.6% | $6,711-60.7% |
| Admin fee / account holder | $352 | $10,719-96.7% | $9,011-96.1% | $11,407-96.9% |