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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 | $7,630 | $61,125-87.5% | $94,057-91.9% | $87,485-91.3% |
| Participation rate | 26.0% | 64.1%-38.1pp | 73.3%-47.4pp | 68.9%-43.0pp |
| Annual return | 0.00% | 35.20%-35.2pp | 480.62%-480.6pp | 26.06%-26.1pp |
| Employer contribution / active EE | $786 | $2,136-63.2% | $2,933-73.2% | $2,596-69.7% |
| Participant deferral / active EE | $1,277 | $3,260-60.8% | $4,709-72.9% | $4,274-70.1% |
| Admin fee / account holder | $602 | $5,629-89.3% | $7,244-91.7% | $7,775-92.3% |