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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 | $9,569 | $92,219-89.6% | $76,766-87.5% | $135,382-92.9% |
| Participation rate | 27.3% | 79.8%-52.5pp | 77.0%-49.7pp | 82.6%-55.4pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.77%-519.8pp |
| Employer contribution / active EE | $801 | $3,216-75.1% | $2,485-67.8% | $4,779-83.2% |
| Participant deferral / active EE | $2,094 | $4,508-53.6% | $3,851-45.6% | $5,609-62.7% |
| Admin fee / account holder | $338 | $10,749-96.9% | $6,675-94.9% | $10,829-96.9% |