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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 | $11,395 | $43,730-73.9% | $121,220-90.6% | $64,173-82.2% |
| Participation rate | 43.9% | 58.3%-14.4pp | 71.8%-27.9pp | 69.6%-25.7pp |
| Annual return | 0.00% | 68.94%-68.9pp | 16.94%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $426 | $1,297-67.1% | $4,023-89.4% | $2,381-82.1% |
| Participant deferral / active EE | $1,353 | $2,281-40.7% | $3,345-59.6% | $3,470-61.0% |
| Admin fee / account holder | $479 | $3,502-86.3% | $5,021-90.5% | $4,887-90.2% |