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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 | $3,404 | $106,247-96.8% | $96,515-96.5% | $139,466-97.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 0.00% | 38.47%-38.5pp | 35.73%-35.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,780 | $4,106-56.7% | $3,740-52.4% | $4,754-62.6% |
| Participant deferral / active EE | $2,602 | $5,456-52.3% | $4,880-46.7% | $6,712-61.2% |
| Admin fee / account holder | $2,278 | $7,885-71.1% | $6,735-66.2% | $11,409-80.0% |