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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 | $8,464 | $49,177-82.8% | $79,467-89.3% | $64,173-86.8% |
| Participation rate | 64.3% | 65.0%-0.7pp | 73.3%-9.1pp | 69.6%-5.3pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.30%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,324 | $2,076+11.9% | $2,800-17.0% | $2,381-2.4% |
| Participant deferral / active EE | $4,198 | $2,821+48.8% | $3,704+13.3% | $3,470+21.0% |
| Admin fee / account holder | $316 | $3,839-91.8% | $5,104-93.8% | $4,887-93.5% |