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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 | $11,118 | $98,776-88.7% | $149,745-92.6% | $79,856-86.1% |
| Participation rate | 52.2% | 75.8%-23.6pp | 82.5%-30.3pp | 69.6%-17.5pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,117 | $3,217-65.3% | $4,646-75.9% | $2,471-54.8% |
| Participant deferral / active EE | $2,877 | $5,681-49.4% | $6,843-58.0% | $3,741-23.1% |
| Admin fee / account holder | $552 | $6,053-90.9% | $9,312-94.1% | $5,306-89.6% |