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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 | $11,662 | $89,367-87.0% | $141,191-91.7% | $72,975-84.0% |
| Participation rate | 65.3% | 75.1%-9.8pp | 82.5%-17.2pp | 69.5%-4.2pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,887 | $3,115-39.4% | $4,736-60.2% | $2,440-22.7% |
| Participant deferral / active EE | $3,201 | $5,419-40.9% | $6,710-52.3% | $3,608-11.3% |
| Admin fee / account holder | $935 | $5,957-84.3% | $10,264-90.9% | $5,124-81.8% |