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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 | $14,202 | $135,956-89.6% | $123,894-88.5% | $273,972-94.8% |
| Participation rate | 52.9% | 84.1%-31.1pp | 81.4%-28.5pp | 83.0%-30.1pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,145 | $5,170-77.8% | $4,617-75.2% | $4,869-76.5% |
| Participant deferral / active EE | $4,638 | $6,343-26.9% | $5,984-22.5% | $5,287-12.3% |
| Admin fee / account holder | $335 | $9,817-96.6% | $8,357-96.0% | $10,133-96.7% |