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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 | $4,147 | $85,790-95.2% | $67,313-93.8% | $135,380-96.9% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -0.12% | -0.54%+0.4pp | -4.08%+4.0pp | 519.81%-519.9pp |
| Employer contribution / active EE | $570 | $3,487-83.7% | $2,566-77.8% | $4,779-88.1% |
| Participant deferral / active EE | $1,514 | $4,651-67.5% | $3,568-57.6% | $5,609-73.0% |
| Admin fee / account holder | $1,854 | $6,392-71.0% | $4,507-58.9% | $10,828-82.9% |