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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 | $17,127 | $62,409-72.6% | $120,574-85.8% | $74,459-77.0% |
| Participation rate | 42.9% | 56.8%-13.9pp | 71.9%-29.1pp | 67.2%-24.4pp |
| Annual return | 0.00% | 18.62%-18.6pp | 107.42%-107.4pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $1,820 | $1,847-1.4% | $3,471-47.6% | $2,626-30.7% |
| Participant deferral / active EE | $2,534 | $2,888-12.3% | $4,996-49.3% | $4,350-41.7% |
| Admin fee / account holder | $746 | $2,394-68.8% | $9,445-92.1% | $1,945-61.6% |