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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 | $11,587 | $56,197-79.4% | $67,652-82.9% | $59,633-80.6% |
| Participation rate | 61.7% | 71.5%-9.7pp | 75.7%-13.9pp | 68.7%-6.9pp |
| Annual return | 0.19% | 18508.10%-18507.9pp | 6625.40%-6625.2pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $822 | $1,615-49.1% | $2,266-63.7% | $2,203-62.7% |
| Participant deferral / active EE | $2,113 | $2,844-25.7% | $3,560-40.6% | $3,192-33.8% |
| Admin fee / account holder | $307 | $3,958-92.2% | $4,821-93.6% | $4,297-92.9% |