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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 | $2,297 | $93,346-97.5% | $71,796-96.8% | $273,972-99.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $964 | $2,733-64.7% | $1,924-49.9% | $4,869-80.2% |
| Participant deferral / active EE | $1,339 | $3,475-61.5% | $2,794-52.1% | $5,287-74.7% |
| Admin fee / account holder | $358 | $6,571-94.5% | $4,815-92.6% | $10,133-96.5% |