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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 | $6,491 | $64,324-89.9% | $118,946-94.5% | $79,852-91.9% |
| Participation rate | 42.1% | 64.9%-22.8pp | 75.4%-33.3pp | 69.6%-27.5pp |
| Annual return | 0.00% | 86.45%-86.4pp | 35.89%-35.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $709 | $1,836-61.4% | $3,263-78.3% | $2,471-71.3% |
| Participant deferral / active EE | $1,709 | $2,824-39.5% | $4,266-59.9% | $3,740-54.3% |
| Admin fee / account holder | $345 | $4,040-91.4% | $6,581-94.8% | $5,306-93.5% |