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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 | $10,890 | $75,832-85.6% | $147,617-92.6% | $59,633-81.7% |
| Participation rate | 62.1% | 71.6%-9.5pp | 84.6%-22.6pp | 68.7%-6.6pp |
| Annual return | 0.70% | 0.37%+0.3pp | 61.98%-61.3pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,522 | $3,131-51.4% | $4,895-68.9% | $3,192-52.3% |
| Admin fee / account holder | $3,506 | $5,986-41.4% | $11,612-69.8% | $4,297-18.4% |