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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 | $9,151 | $89,370-89.8% | $141,197-93.5% | $72,976-87.5% |
| Participation rate | 55.2% | 75.1%-20.0pp | 82.5%-27.3pp | 69.5%-14.3pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,564 | $3,115-49.8% | $4,736-67.0% | $2,440-35.9% |
| Participant deferral / active EE | $3,667 | $5,419-32.3% | $6,710-45.3% | $3,608+1.7% |
| Admin fee / account holder | $1,034 | $5,957-82.6% | $10,265-89.9% | $5,124-79.8% |