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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 | $7,053 | $104,937-93.3% | $84,628-91.7% | $152,897-95.4% |
| Participation rate | 31.3% | 74.8%-43.6pp | 68.2%-37.0pp | 82.5%-51.2pp |
| Annual return | 0.00% | 373.88%-373.9pp | 258.80%-258.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $393 | $3,303-88.1% | $2,653-85.2% | $4,764-91.7% |
| Participant deferral / active EE | $2,376 | $4,690-49.3% | $3,900-39.1% | $5,851-59.4% |
| Admin fee / account holder | $2,479 | $6,243-60.3% | $4,914-49.6% | $11,599-78.6% |