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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 | $7,622 | $78,425-90.3% | $95,956-92.1% | $79,858-90.5% |
| Participation rate | 57.4% | 73.5%-16.0pp | 77.1%-19.6pp | 69.6%-12.2pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.63%-91.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,836 | $1,945-5.6% | $2,541-27.8% | $2,471-25.7% |
| Participant deferral / active EE | $2,998 | $3,440-12.9% | $4,167-28.1% | $3,740-19.9% |
| Admin fee / account holder | $1,114 | $5,622-80.2% | $6,797-83.6% | $5,306-79.0% |