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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 | $211,288-94.6% | $178,540-93.6% | $145,884-92.2% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 0.00% | 30.27%-30.3pp | 27.15%-27.1pp | 551.85%-551.8pp |
| Employer contribution / active EE | $723 | $4,574-84.2% | $3,953-81.7% | $4,662-84.5% |
| Participant deferral / active EE | $3,075 | $6,967-55.9% | $6,281-51.0% | $6,690-54.0% |
| Admin fee / account holder | $401 | $12,105-96.7% | $10,424-96.2% | $13,392-97.0% |