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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 | $6,805 | $86,298-92.1% | $111,308-93.9% | $85,847-92.1% |
| Participation rate | 56.9% | 73.3%-16.5pp | 77.3%-20.5pp | 69.3%-12.5pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.67%-54.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $1,357 | $2,044-33.6% | $2,732-50.3% | $2,565-47.1% |
| Participant deferral / active EE | $3,379 | $3,641-7.2% | $4,487-24.7% | $3,952-14.5% |
| Admin fee / account holder | $371 | $8,189-95.5% | $7,965-95.3% | $6,261-94.1% |