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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 | $16,384 | $113,338-85.5% | $94,993-82.8% | $147,586-88.9% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 0.00% | 20.80%-20.8pp | 27.14%-27.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,219 | $3,160-61.4% | $2,603-53.2% | $4,876-75.0% |
| Participant deferral / active EE | $6,662 | $3,777+76.4% | $3,317+100.8% | $5,439+22.5% |
| Admin fee / account holder | $2,088 | $6,063-65.6% | $4,960-57.9% | $10,886-80.8% |