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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 | $5,215 | $97,020-94.6% | $83,322-93.7% | $135,379-96.1% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.64%-10.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,199 | $4,144-46.9% | $3,379-34.9% | $4,779-54.0% |
| Participant deferral / active EE | $3,519 | $5,964-41.0% | $5,565-36.8% | $5,609-37.3% |
| Admin fee / account holder | $2,165 | $8,426-74.3% | $7,540-71.3% | $10,828-80.0% |