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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 | $5,231 | $45,152-88.4% | $73,836-92.9% | $59,633-91.2% |
| Participation rate | 26.7% | 64.0%-37.4pp | 73.4%-46.8pp | 68.7%-42.0pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2268.06%-2268.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $477 | $1,901-74.9% | $2,787-82.9% | $2,203-78.3% |
| Participant deferral / active EE | $1,112 | $2,573-56.8% | $3,583-69.0% | $3,192-65.2% |
| Admin fee / account holder | $585 | $3,515-83.4% | $4,882-88.0% | $4,297-86.4% |