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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 | $4,942 | $109,905-95.5% | $98,506-95.0% | $167,553-97.1% |
| Participation rate | 55.6% | 75.8%-20.3pp | 73.3%-17.8pp | 82.1%-26.6pp |
| Annual return | 0.00% | 1960.20%-1960.2pp | 1494.92%-1494.9pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,695 | $3,226-47.4% | $2,961-42.7% | $4,840-65.0% |
| Participant deferral / active EE | $1,695 | $4,674-63.7% | $4,277-60.4% | $6,343-73.3% |
| Admin fee / account holder | $418 | $6,760-93.8% | $5,955-93.0% | $12,316-96.6% |