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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 | $10,801 | $115,903-90.7% | $100,528-89.3% | $158,966-93.2% |
| Participation rate | 69.6% | 81.6%-12.0pp | 79.4%-9.9pp | 82.0%-12.4pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $3,186 | $4,105-22.4% | $3,419-6.8% | $4,762-33.1% |
| Participant deferral / active EE | $5,598 | $6,677-16.2% | $6,271-10.7% | $5,983-6.4% |
| Admin fee / account holder | $997 | $11,000-90.9% | $8,084-87.7% | $11,250-91.1% |