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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 | $5,196 | $45,566-88.6% | $64,105-91.9% | $59,633-91.3% |
| Participation rate | 65.7% | 60.2%+5.5pp | 68.2%-2.5pp | 68.7%-3.0pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,631 | $934+74.7% | $1,820-10.4% | $2,203-25.9% |
| Participant deferral / active EE | $2,584 | $2,057+25.6% | $2,822-8.4% | $3,192-19.1% |
| Admin fee / account holder | $312 | $3,268-90.5% | $4,499-93.1% | $4,297-92.7% |