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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 | $11,425 | $211,239-94.6% | $178,528-93.6% | $145,877-92.2% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 0.00% | 30.22%-30.2pp | 27.11%-27.1pp | 551.28%-551.3pp |
| Employer contribution / active EE | $723 | $4,570-84.2% | $3,950-81.7% | $4,663-84.5% |
| Participant deferral / active EE | $3,075 | $6,963-55.8% | $6,278-51.0% | $6,691-54.0% |
| Admin fee / account holder | $401 | $12,095-96.7% | $10,419-96.1% | $13,402-97.0% |