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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 | $8,038 | $140,578-94.3% | $100,671-92.0% | $125,389-93.6% |
| Participation rate | 35.3% | 80.4%-45.1pp | 70.7%-35.4pp | 83.2%-47.9pp |
| Annual return | 0.00% | 24.67%-24.7pp | 20.43%-20.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $879 | $5,965-85.3% | $4,012-78.1% | $4,866-81.9% |
| Participant deferral / active EE | $1,799 | $3,981-54.8% | $3,144-42.8% | $5,352-66.4% |
| Admin fee / account holder | $349 | $6,716-94.8% | $4,850-92.8% | $9,541-96.3% |