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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 | $7,449 | $100,811-92.6% | $86,698-91.4% | $134,545-94.5% |
| Participation rate | 63.6% | 79.0%-15.3pp | 76.6%-13.0pp | 81.2%-17.6pp |
| Annual return | 0.00% | 29.11%-29.1pp | 35.96%-36.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,241 | $3,490-64.5% | $2,837-56.3% | $4,742-73.8% |
| Participant deferral / active EE | $2,855 | $5,339-46.5% | $4,656-38.7% | $6,401-55.4% |
| Admin fee / account holder | $410 | $10,926-96.2% | $7,492-94.5% | $11,431-96.4% |