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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 | $12,580 | $63,346-80.1% | $92,240-86.4% | $70,126-82.1% |
| Participation rate | 49.1% | 68.7%-19.6pp | 76.5%-27.4pp | 69.5%-20.4pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,353 | $2,471-45.2% | $3,680-63.2% | $2,343-42.2% |
| Participant deferral / active EE | $2,262 | $2,854-20.7% | $3,897-41.9% | $3,332-32.1% |
| Admin fee / account holder | $377 | $3,841-90.2% | $5,194-92.8% | $4,645-91.9% |