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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 | $7,116 | $80,674-91.2% | $119,126-94.0% | $64,340-88.9% |
| Participation rate | 59.0% | 55.2%+3.8pp | 75.8%-16.7pp | 55.2%+3.8pp |
| Annual return | 0.00% | 26.86%-26.9pp | 282.11%-282.1pp | 24.14%-24.1pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,964 | $3,053+29.8% | $5,318-25.5% | $2,980+33.0% |
| Admin fee / account holder | $475 | $4,559-89.6% | $10,693-95.6% | $3,703-87.2% |