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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 | $18,261 | $175,036-89.6% | $62,929-71.0% | - |
| Participation rate | 43.4% | 60.2%-16.8pp | 73.1%-29.7pp | - |
| Annual return | 0.00% | 15.04%-15.0pp | 1063.93%-1063.9pp | - |
| Employer contribution / active EE | $881 | $1,949-54.8% | $2,505-64.8% | - |
| Participant deferral / active EE | $2,319 | $3,720-37.6% | $3,888-40.4% | - |
| Admin fee / account holder | $501 | $23,923-97.9% | $5,065-90.1% | - |