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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 | $12,015 | $98,766-87.8% | $149,730-92.0% | $79,852-85.0% |
| Participation rate | 67.4% | 75.8%-8.4pp | 82.5%-15.1pp | 69.6%-2.2pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,940 | $3,217-39.7% | $4,645-58.2% | $2,471-21.5% |
| Participant deferral / active EE | $3,640 | $5,681-35.9% | $6,843-46.8% | $3,740-2.7% |
| Admin fee / account holder | $2,014 | $6,052-66.7% | $9,310-78.4% | $5,306-62.0% |