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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 | $7,503 | $55,423-86.5% | $155,602-95.2% | $74,400-89.9% |
| Participation rate | 26.6% | 61.9%-35.3pp | 78.2%-51.6pp | 67.2%-40.6pp |
| Annual return | 0.00% | 269.07%-269.1pp | 64.81%-64.8pp | 1367.51%-1367.5pp |
| Employer contribution / active EE | $475 | $2,266-79.0% | $4,675-89.8% | $2,624-81.9% |
| Participant deferral / active EE | $1,329 | $2,835-53.1% | $5,629-76.4% | $4,348-69.4% |
| Admin fee / account holder | $453 | $1,744-74.1% | $15,923-97.2% | $1,944-76.7% |