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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 | $7,592 | $106,247-92.9% | $96,515-92.1% | $139,466-94.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 0.00% | 38.47%-38.5pp | 35.73%-35.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,280 | $4,106-68.8% | $3,740-65.8% | $4,754-73.1% |
| Participant deferral / active EE | $4,147 | $5,456-24.0% | $4,880-15.0% | $6,712-38.2% |
| Admin fee / account holder | $1,057 | $7,885-86.6% | $6,735-84.3% | $11,409-90.7% |