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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 | $12,795 | $100,060-87.2% | $149,721-91.5% | $70,126-81.8% |
| Participation rate | 34.5% | 83.6%-49.1pp | 87.1%-52.6pp | 69.5%-35.1pp |
| Annual return | 0.00% | 27.46%-27.5pp | 1501.67%-1501.7pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,629 | $3,661-55.5% | $5,444-70.1% | $2,343-30.4% |
| Participant deferral / active EE | $2,366 | $4,982-52.5% | $6,568-64.0% | $3,332-29.0% |
| Admin fee / account holder | $816 | $8,285-90.1% | $11,282-92.8% | $4,645-82.4% |