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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 | $11,774 | $102,638-88.5% | $81,991-85.6% | $158,966-92.6% |
| Participation rate | 54.5% | 75.5%-21.0pp | 69.3%-14.7pp | 82.0%-27.4pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,292 | $3,241-60.1% | $2,498-48.3% | $4,762-72.9% |
| Participant deferral / active EE | $5,427 | $4,649+16.7% | $3,722+45.8% | $5,983-9.3% |
| Admin fee / account holder | $624 | $8,237-92.4% | $5,665-89.0% | $11,250-94.5% |