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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 | $20,057 | $89,367-77.6% | $141,191-85.8% | $72,975-72.5% |
| Participation rate | 67.6% | 75.1%-7.6pp | 82.5%-14.9pp | 69.5%-1.9pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,221 | $3,115-28.7% | $4,736-53.1% | $2,440-9.0% |
| Participant deferral / active EE | $5,996 | $5,419+10.7% | $6,710-10.6% | $3,608+66.2% |
| Admin fee / account holder | $8,745 | $5,957+46.8% | $10,264-14.8% | $5,124+70.7% |