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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 | $6,176 | $103,392-94.0% | $87,104-92.9% | $152,897-96.0% |
| Participation rate | 52.4% | 79.4%-27.0pp | 76.9%-24.5pp | 82.5%-30.1pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,649 | $3,221-48.8% | $2,521-34.6% | $4,764-65.4% |
| Participant deferral / active EE | $3,947 | $4,778-17.4% | $4,048-2.5% | $5,851-32.5% |
| Admin fee / account holder | $1,670 | $12,194-86.3% | $7,491-77.7% | $11,599-85.6% |