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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 | $5,242 | $106,280-95.1% | $96,538-94.6% | $139,487-96.2% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.3%-29.9pp | 80.3%-35.9pp |
| Annual return | 0.00% | 38.48%-38.5pp | 35.74%-35.7pp | 373.84%-373.8pp |
| Employer contribution / active EE | $2,454 | $4,107-40.2% | $3,740-34.4% | $4,755-48.4% |
| Participant deferral / active EE | $2,607 | $5,457-52.2% | $4,880-46.6% | $6,713-61.2% |
| Admin fee / account holder | $582 | $7,888-92.6% | $6,737-91.4% | $11,407-94.9% |