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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 | $3,847 | $69,274-94.4% | $64,097-94.0% | $139,487-97.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 0.00% | 46.00%-46.0pp | 33.75%-33.7pp | 373.84%-373.8pp |
| Employer contribution / active EE | $918 | $3,187-71.2% | $2,750-66.6% | $4,755-80.7% |
| Participant deferral / active EE | $1,760 | $4,685-62.4% | $3,881-54.7% | $6,713-73.8% |
| Admin fee / account holder | $1,867 | $4,247-56.0% | $3,070-39.2% | $11,407-83.6% |