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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 | $538 | $85,060-99.4% | $70,548-99.2% | $139,456-99.6% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 0.00% | 30.38%-30.4pp | 32.78%-32.8pp | 373.45%-373.4pp |
| Employer contribution / active EE | $2,160 | $3,911-44.8% | $2,975-27.4% | $4,753-54.6% |
| Participant deferral / active EE | $2,160 | $5,890-63.3% | $4,567-52.7% | $6,711-67.8% |
| Admin fee / account holder | $6,677 | $8,925-25.2% | $6,424+3.9% | $11,407-41.5% |