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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 | $9,985 | $83,337-88.0% | $67,834-85.3% | $273,972-96.4% |
| Participation rate | 53.8% | 76.4%-22.6pp | 68.8%-15.0pp | 83.0%-29.2pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,192 | $3,287-33.3% | $2,403-8.8% | $4,869-55.0% |
| Participant deferral / active EE | $3,142 | $4,088-23.1% | $3,160-0.6% | $5,287-40.6% |
| Admin fee / account holder | $313 | $6,752-95.4% | $4,622-93.2% | $10,133-96.9% |