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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 | $16,315 | $114,237-85.7% | $119,258-86.3% | $167,536-90.3% |
| Participation rate | 33.3% | 83.7%-50.4pp | 82.7%-49.4pp | 82.1%-48.8pp |
| Annual return | 0.00% | 29.87%-29.9pp | 30.69%-30.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,156 | $4,481-74.2% | $4,384-73.6% | $4,839-76.1% |
| Participant deferral / active EE | $2,725 | $6,084-55.2% | $6,111-55.4% | $6,342-57.0% |
| Admin fee / account holder | $436 | $8,932-95.1% | $7,226-94.0% | $12,315-96.5% |