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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 | $17,112 | $56,197-69.6% | $67,652-74.7% | $59,633-71.3% |
| Participation rate | 55.3% | 71.5%-16.2pp | 75.7%-20.3pp | 68.7%-13.4pp |
| Annual return | 0.00% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,353 | $1,615-16.2% | $2,266-40.3% | $2,203-38.6% |
| Participant deferral / active EE | $2,363 | $2,844-16.9% | $3,560-33.6% | $3,192-26.0% |
| Admin fee / account holder | $429 | $3,958-89.2% | $4,821-91.1% | $4,297-90.0% |