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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 | $20,464 | $56,200-63.6% | $67,653-69.8% | $59,633-65.7% |
| Participation rate | 40.0% | 71.5%-31.5pp | 75.7%-35.7pp | 68.7%-28.7pp |
| Annual return | 0.99% | 18506.71%-18505.7pp | 6625.22%-6624.2pp | 2041.40%-2040.4pp |
| Employer contribution / active EE | $345 | $1,615-78.7% | $2,266-84.8% | $2,203-84.4% |
| Participant deferral / active EE | $1,534 | $2,843-46.1% | $3,560-56.9% | $3,192-51.9% |
| Admin fee / account holder | $15,114 | $3,959+281.8% | $4,821+213.5% | $4,297+251.7% |