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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 | $12,677 | $59,107-78.6% | $86,439-85.3% | $68,495-81.5% |
| Participation rate | 23.4% | 75.2%-51.8pp | 80.3%-56.9pp | 67.9%-44.5pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4395.55%-4395.5pp | -7.84%+7.8pp |
| Employer contribution / active EE | $925 | $2,519-63.3% | $3,769-75.5% | $2,596-64.4% |
| Participant deferral / active EE | $2,891 | $5,901-51.0% | $6,952-58.4% | $4,028-28.2% |
| Admin fee / account holder | $890 | $5,637-84.2% | $6,732-86.8% | $5,403-83.5% |