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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 | $9,927 | $90,486-89.0% | $78,676-87.4% | $273,972-96.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,254 | $3,175-60.5% | $2,850-56.0% | $4,869-74.2% |
| Participant deferral / active EE | $9,930 | $3,901+154.5% | $3,517+182.4% | $5,287+87.8% |
| Admin fee / account holder | $1,600 | $5,263-69.6% | $4,510-64.5% | $10,133-84.2% |