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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 | $50 | $107,030-100.0% | $73,550-99.9% | $147,586-100.0% |
| Participation rate | 50.0% | 66.4%-16.4pp | 54.9%-4.9pp | 82.8%-32.8pp |
| Annual return | 6.62% | 38.25%-31.6pp | -15.16%+21.8pp | 578.59%-572.0pp |
| Employer contribution / active EE | $5 | $1,760-99.7% | $1,219-99.6% | $4,876-99.9% |
| Participant deferral / active EE | $14 | $2,458-99.4% | $1,804-99.2% | $5,439-99.7% |
| Admin fee / account holder | $3,962 | $3,055+29.7% | $2,320+70.8% | $10,886-63.6% |