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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 | $10,404 | $95,415-89.1% | $185,851-94.4% | $85,851-87.9% |
| Participation rate | 36.4% | 68.8%-32.4pp | 81.7%-45.3pp | 69.3%-33.0pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.11%-122.1pp | 318.63%-318.6pp |
| Employer contribution / active EE | $655 | $3,314-80.2% | $5,168-87.3% | $2,565-74.5% |
| Participant deferral / active EE | $2,663 | $3,424-22.2% | $5,569-52.2% | $3,952-32.6% |
| Admin fee / account holder | $394 | $7,215-94.5% | $16,245-97.6% | $6,261-93.7% |