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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 | $14,879 | $93,345-84.1% | $119,126-87.5% | $87,485-83.0% |
| Participation rate | 57.1% | 68.7%-11.6pp | 75.8%-18.6pp | 68.9%-11.8pp |
| Annual return | 0.00% | 19.08%-19.1pp | 282.11%-282.1pp | 26.06%-26.1pp |
| Employer contribution / active EE | $1,064 | $3,172-66.5% | $4,034-73.6% | $2,596-59.0% |
| Participant deferral / active EE | $1,987 | $4,099-51.5% | $5,318-62.6% | $4,274-53.5% |
| Admin fee / account holder | $937 | $8,039-88.3% | $10,693-91.2% | $7,775-88.0% |