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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 | $5,122 | $80,763-93.7% | $102,412-95.0% | $74,459-93.1% |
| Participation rate | 49.6% | 65.7%-16.1pp | 74.5%-24.9pp | 67.2%-17.6pp |
| Annual return | 0.00% | 27.57%-27.6pp | 24.94%-24.9pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $1,447 | $3,160-54.2% | $3,870-62.6% | $2,626-44.9% |
| Participant deferral / active EE | $2,023 | $3,862-47.6% | $5,060-60.0% | $4,350-53.5% |
| Admin fee / account holder | $2,562 | $2,371+8.0% | $8,388-69.5% | $1,945+31.7% |