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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 | $18,741 | $138,076-86.4% | $123,553-84.8% | $135,380-86.2% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | 0.45% | 153.70%-153.3pp | 119.21%-118.8pp | 519.81%-519.4pp |
| Employer contribution / active EE | $1,113 | $5,152-78.4% | $4,628-75.9% | $4,779-76.7% |
| Participant deferral / active EE | $3,039 | $6,800-55.3% | $6,426-52.7% | $5,609-45.8% |
| Admin fee / account holder | $7,290 | $10,917-33.2% | $9,284-21.5% | $10,828-32.7% |