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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 | $14,366 | $65,361-78.0% | $92,903-84.5% | $72,983-80.3% |
| Participation rate | 55.1% | 68.3%-13.2pp | 76.0%-20.9pp | 69.5%-14.4pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.43%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,450 | $2,594-44.1% | $3,653-60.3% | $2,440-40.6% |
| Participant deferral / active EE | $2,889 | $3,128-7.6% | $4,238-31.8% | $3,608-19.9% |
| Admin fee / account holder | $571 | $4,251-86.6% | $5,795-90.1% | $5,124-88.9% |