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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 | $4,743 | $95,406-95.0% | $185,849-97.4% | $85,847-94.5% |
| Participation rate | 25.8% | 68.8%-43.0pp | 81.7%-55.9pp | 69.3%-43.5pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.10%-122.1pp | 318.61%-318.6pp |
| Employer contribution / active EE | $543 | $3,314-83.6% | $5,169-89.5% | $2,565-78.8% |
| Participant deferral / active EE | $1,091 | $3,424-68.1% | $5,569-80.4% | $3,952-72.4% |
| Admin fee / account holder | $1,205 | $7,214-83.3% | $16,244-92.6% | $6,261-80.7% |