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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 | $14,927 | $65,027-77.0% | $90,970-83.6% | $79,852-81.3% |
| Participation rate | 46.2% | 61.6%-15.5pp | 69.0%-22.9pp | 69.6%-23.5pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.58%-134.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $957 | $1,247-23.3% | $2,122-54.9% | $2,471-61.3% |
| Participant deferral / active EE | $1,219 | $2,512-51.5% | $3,373-63.9% | $3,740-67.4% |
| Admin fee / account holder | $497 | $4,535-89.1% | $5,960-91.7% | $5,306-90.6% |