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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 | $4,654 | $124,330-96.3% | $109,173-95.7% | $167,536-97.2% |
| Participation rate | 57.1% | 79.5%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $882 | $4,209-79.0% | $3,723-76.3% | $4,839-81.8% |
| Participant deferral / active EE | $1,958 | $5,256-62.8% | $4,654-57.9% | $6,342-69.1% |
| Admin fee / account holder | $520 | $7,974-93.5% | $6,755-92.3% | $12,315-95.8% |