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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 | $8,511 | $88,672-90.4% | $105,223-91.9% | $82,448-89.7% |
| Participation rate | 45.2% | 67.9%-22.8pp | 75.0%-29.9pp | 68.1%-22.9pp |
| Annual return | 0.00% | 30.86%-30.9pp | 180.65%-180.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $1,404 | $3,048-53.9% | $3,689-61.9% | $2,551-45.0% |
| Participant deferral / active EE | $2,412 | $4,036-40.2% | $5,072-52.4% | $4,139-41.7% |
| Admin fee / account holder | $336 | $7,146-95.3% | $8,859-96.2% | $7,234-95.4% |