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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 | $14,387 | $98,766-85.4% | $149,730-90.4% | $79,852-82.0% |
| Participation rate | 69.1% | 75.8%-6.6pp | 82.5%-13.3pp | 69.6%-0.5pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,894 | $3,217-41.1% | $4,645-59.2% | $2,471-23.4% |
| Participant deferral / active EE | $3,512 | $5,681-38.2% | $6,843-48.7% | $3,740-6.1% |
| Admin fee / account holder | $859 | $6,052-85.8% | $9,310-90.8% | $5,306-83.8% |