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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 | $13,731 | $167,522-91.8% | $151,639-90.9% | $134,532-89.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,111 | $6,828-69.1% | $6,165-65.8% | $4,741-55.5% |
| Participant deferral / active EE | $9,343 | $8,986+4.0% | $8,363+11.7% | $6,401+46.0% |
| Admin fee / account holder | $3,518 | $13,780-74.5% | $11,613-69.7% | $11,429-69.2% |