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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 | $19,412 | $99,652-80.5% | $78,778-75.4% | $147,585-86.8% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.2%-12.0pp | 82.8%-25.7pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.58%-578.6pp |
| Employer contribution / active EE | $669 | $2,796-76.1% | $1,986-66.3% | $4,876-86.3% |
| Participant deferral / active EE | $843 | $3,664-77.0% | $2,958-71.5% | $5,439-84.5% |
| Admin fee / account holder | $422 | $7,155-94.1% | $5,134-91.8% | $10,886-96.1% |