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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 | $14,569 | $91,559-84.1% | $133,959-89.1% | $79,858-81.8% |
| Participation rate | 53.2% | 73.3%-20.1pp | 79.8%-26.6pp | 69.6%-16.4pp |
| Annual return | 0.00% | 61.85%-61.9pp | 45.09%-45.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $851 | $2,384-64.3% | $3,919-78.3% | $2,471-65.6% |
| Participant deferral / active EE | $2,182 | $3,734-41.6% | $5,047-56.8% | $3,740-41.7% |
| Admin fee / account holder | $527 | $6,321-91.7% | $8,928-94.1% | $5,306-90.1% |