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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 | $3,275 | $34,316-90.5% | $74,723-95.6% | $72,976-95.5% |
| Participation rate | 15.0% | 42.4%-27.4pp | 54.5%-39.5pp | 69.5%-54.5pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.18%-753.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $331 | $692-52.1% | $1,084-69.5% | $2,440-86.4% |
| Participant deferral / active EE | $383 | $1,272-69.9% | $1,962-80.5% | $3,608-89.4% |
| Admin fee / account holder | $342 | $2,125-83.9% | $3,335-89.8% | $5,124-93.3% |