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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 | $18,795 | $81,208-76.9% | $98,920-81.0% | $79,856-76.5% |
| Participation rate | 60.0% | 72.5%-12.5pp | 76.0%-16.0pp | 69.6%-9.6pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.47%-196.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,746 | $1,960-10.9% | $2,689-35.1% | $2,471-29.4% |
| Participant deferral / active EE | $3,339 | $3,265+2.3% | $4,245-21.3% | $3,741-10.7% |
| Admin fee / account holder | $349 | $6,013-94.2% | $6,643-94.8% | $5,306-93.4% |