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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 | $15,828 | $127,096-87.5% | $105,736-85.0% | $135,380-88.3% |
| Participation rate | 37.5% | 82.7%-45.2pp | 76.3%-38.8pp | 82.6%-45.1pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,843 | $5,064+35.1% | $4,080+67.7% | $5,609+22.0% |
| Admin fee / account holder | $1,311 | $9,087-85.6% | $6,913-81.0% | $10,828-87.9% |