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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 | $3,410 | $37,436-90.9% | $77,513-95.6% | $79,858-95.7% |
| Participation rate | 25.0% | 41.5%-16.5pp | 54.2%-29.2pp | 69.6%-44.6pp |
| Annual return | 0.00% | 39.75%-39.8pp | 54.81%-54.8pp | 31.72%-31.7pp |
| Employer contribution / active EE | $295 | $637-53.6% | $987-70.1% | $2,471-88.0% |
| Participant deferral / active EE | $543 | $1,261-56.9% | $1,861-70.8% | $3,740-85.5% |
| Admin fee / account holder | $485 | $2,505-80.7% | $2,859-83.1% | $5,306-90.9% |