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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 | $3,690 | $149,679-97.5% | $117,039-96.8% | $147,586-97.5% |
| Participation rate | 33.3% | 83.5%-50.2pp | 77.2%-43.9pp | 82.8%-49.5pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,509 | $4,937-69.4% | $3,785-60.1% | $4,876-69.0% |
| Participant deferral / active EE | $1,705 | $4,912-65.3% | $3,929-56.6% | $5,439-68.7% |
| Admin fee / account holder | $13,684 | $7,856+74.2% | $5,974+129.1% | $10,886+25.7% |