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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 | $10,784 | $75,832-85.8% | $147,617-92.7% | $59,633-81.9% |
| Participation rate | 38.1% | 71.6%-33.5pp | 84.6%-46.5pp | 68.7%-30.6pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $668 | $3,485-80.8% | $5,564-88.0% | $2,203-69.7% |
| Participant deferral / active EE | $982 | $3,131-68.6% | $4,895-79.9% | $3,192-69.2% |
| Admin fee / account holder | $369 | $5,986-93.8% | $11,612-96.8% | $4,297-91.4% |