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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 | $11,096 | $77,638-85.7% | $156,551-92.9% | $62,881-82.4% |
| Participation rate | 51.3% | 71.2%-19.9pp | 84.0%-32.7pp | 69.3%-18.0pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $649 | $3,444-81.2% | $5,501-88.2% | $2,281-71.6% |
| Participant deferral / active EE | $1,020 | $3,046-66.5% | $4,871-79.1% | $3,203-68.2% |
| Admin fee / account holder | $1,087 | $5,561-80.5% | $13,028-91.7% | $4,296-74.7% |