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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 | $12,400 | $84,236-85.3% | $170,435-92.7% | $70,126-82.3% |
| Participation rate | 64.3% | 70.8%-6.5pp | 83.6%-19.3pp | 69.5%-5.3pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,471 | $3,387-56.6% | $5,432-72.9% | $2,343-37.2% |
| Participant deferral / active EE | $2,188 | $3,086-29.1% | $4,939-55.7% | $3,332-34.3% |
| Admin fee / account holder | $469 | $5,698-91.8% | $13,881-96.6% | $4,645-89.9% |