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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 | $8,124 | $49,177-83.5% | $79,467-89.8% | $64,173-87.3% |
| Participation rate | 26.6% | 65.0%-38.5pp | 73.3%-46.8pp | 69.6%-43.0pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.30%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $397 | $2,076-80.9% | $2,800-85.8% | $2,381-83.3% |
| Participant deferral / active EE | $1,017 | $2,821-63.9% | $3,704-72.5% | $3,470-70.7% |
| Admin fee / account holder | $388 | $3,839-89.9% | $5,104-92.4% | $4,887-92.1% |