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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 | $4,761 | $82,314-94.2% | $68,808-93.1% | $134,532-96.5% |
| Participation rate | 40.0% | 75.1%-35.1pp | 69.0%-29.0pp | 81.2%-41.2pp |
| Annual return | 0.00% | -2.18%+2.2pp | -6.37%+6.4pp | 418.27%-418.3pp |
| Employer contribution / active EE | $678 | $3,301-79.5% | $2,656-74.5% | $4,741-85.7% |
| Participant deferral / active EE | $1,565 | $4,740-67.0% | $3,942-60.3% | $6,401-75.6% |
| Admin fee / account holder | $1,082 | $6,484-83.3% | $4,936-78.1% | $11,429-90.5% |