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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 | $7,638 | $47,479-83.9% | $62,929-87.9% | $82,448-90.7% |
| Participation rate | 69.1% | 66.9%+2.3pp | 73.1%-4.0pp | 68.1%+1.1pp |
| Annual return | 0.00% | 20.34%-20.3pp | 1063.93%-1063.9pp | 41.64%-41.6pp |
| Employer contribution / active EE | $609 | $1,885-67.7% | $2,505-75.7% | $2,551-76.1% |
| Participant deferral / active EE | $908 | $2,870-68.4% | $3,888-76.6% | $4,139-78.1% |
| Admin fee / account holder | $1,944 | $3,804-48.9% | $5,065-61.6% | $7,234-73.1% |