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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 | $7,759 | $110,212-93.0% | $96,534-92.0% | $139,466-94.4% |
| Participation rate | 40.0% | 78.1%-38.1pp | 76.0%-36.0pp | 80.3%-40.3pp |
| Annual return | 0.00% | 26.42%-26.4pp | 25.88%-25.9pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,718 | $3,620-52.5% | $2,965-42.1% | $4,754-63.9% |
| Participant deferral / active EE | $2,543 | $5,547-54.2% | $4,851-47.6% | $6,712-62.1% |
| Admin fee / account holder | $1,449 | $11,599-87.5% | $8,253-82.4% | $11,409-87.3% |