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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 | $7,417 | $94,749-92.2% | $112,899-93.4% | $139,456-94.7% |
| Participation rate | 41.7% | 81.3%-39.6pp | 80.5%-38.9pp | 80.3%-38.7pp |
| Annual return | 0.00% | 40.92%-40.9pp | 34.11%-34.1pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,650 | $4,630-64.4% | $4,566-63.9% | $4,753-65.3% |
| Participant deferral / active EE | $2,613 | $6,517-59.9% | $6,516-59.9% | $6,711-61.1% |
| Admin fee / account holder | $639 | $8,530-92.5% | $7,047-90.9% | $11,407-94.4% |