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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 | $9,431 | $78,682-88.0% | $109,188-91.4% | $85,851-89.0% |
| Participation rate | 55.9% | 68.3%-12.4pp | 75.9%-20.0pp | 69.3%-13.4pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.76%-25.8pp | 318.63%-318.6pp |
| Employer contribution / active EE | $8,912 | $2,734+226.0% | $3,723+139.4% | $2,565+247.4% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,306 | $5,470+15.3% | $6,755-6.7% | $6,261+0.7% |