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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 | $3,418 | $47,944-92.9% | $67,834-95.0% | $62,881-94.6% |
| Participation rate | 36.1% | 61.1%-25.0pp | 68.8%-32.7pp | 69.3%-33.2pp |
| Annual return | 0.00% | 11.77%-11.8pp | 138.47%-138.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $654 | $1,562-58.1% | $2,403-72.8% | $2,281-71.3% |
| Participant deferral / active EE | $826 | $2,247-63.2% | $3,160-73.9% | $3,203-74.2% |
| Admin fee / account holder | $340 | $3,712-90.8% | $4,622-92.6% | $4,296-92.1% |