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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 | $2,481 | $48,011-94.8% | $63,803-96.1% | $82,637-97.0% |
| Participation rate | 69.2% | 66.6%+2.7pp | 72.7%-3.5pp | 68.1%+1.2pp |
| Annual return | 0.00% | 19.84%-19.8pp | 543.72%-543.7pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,055 | $2,846-27.8% | $3,843-46.5% | $4,126-50.2% |
| Admin fee / account holder | $592 | $3,873-84.7% | $5,196-88.6% | $7,339-91.9% |