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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 | $7,182 | $57,352-87.5% | $83,831-91.4% | $64,173-88.8% |
| Participation rate | 28.9% | 68.6%-39.7pp | 76.1%-47.2pp | 69.6%-40.6pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,802 | $2,546+10.1% | $3,631-22.8% | $2,381+17.7% |
| Participant deferral / active EE | $1,833 | $2,993-38.8% | $4,082-55.1% | $3,470-47.2% |
| Admin fee / account holder | $946 | $4,046-76.6% | $5,479-82.7% | $4,887-80.6% |