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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 | $3,650 | $108,212-96.6% | $77,513-95.3% | $158,966-97.7% |
| Participation rate | 25.0% | 64.4%-39.4pp | 54.2%-29.2pp | 82.0%-57.0pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.81%-54.8pp | 302.95%-302.9pp |
| Employer contribution / active EE | $460 | $1,325-65.3% | $987-53.4% | $4,762-90.4% |
| Participant deferral / active EE | $921 | $2,455-62.5% | $1,861-50.5% | $5,983-84.6% |
| Admin fee / account holder | $506 | $3,709-86.3% | $2,859-82.3% | $11,250-95.5% |