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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 | $11,133 | $98,240-88.7% | $82,312-86.5% | $147,586-92.5% |
| Participation rate | 36.4% | 79.7%-43.4pp | 76.9%-40.5pp | 82.8%-46.5pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,083 | $3,192-66.1% | $2,428-55.4% | $4,876-77.8% |
| Participant deferral / active EE | $3,090 | $4,383-29.5% | $3,706-16.6% | $5,439-43.2% |
| Admin fee / account holder | $1,206 | $8,563-85.9% | $5,608-78.5% | $10,886-88.9% |