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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 | $14,840 | $93,617-84.1% | $135,982-89.1% | $75,177-80.3% |
| Participation rate | 64.4% | 75.2%-10.8pp | 81.9%-17.5pp | 67.2%-2.8pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.32%-68.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $2,769 | $3,538-21.7% | $4,859-43.0% | $2,671+3.7% |
| Participant deferral / active EE | $6,268 | $6,406-2.2% | $7,760-19.2% | $4,126+51.9% |
| Admin fee / account holder | $1,008 | $6,980-85.6% | $10,767-90.6% | $5,651-82.2% |