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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 | $9,265 | $135,956-93.2% | $123,894-92.5% | $273,972-96.6% |
| Participation rate | 39.1% | 84.1%-44.9pp | 81.4%-42.3pp | 83.0%-43.9pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $7,368 | $5,170+42.5% | $4,617+59.6% | $4,869+51.3% |
| Participant deferral / active EE | $2,662 | $6,343-58.0% | $5,984-55.5% | $5,287-49.7% |
| Admin fee / account holder | $25,764 | $9,817+162.4% | $8,357+208.3% | $10,133+154.3% |