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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 | $7,867 | $77,920-89.9% | $149,723-94.7% | $75,177-89.5% |
| Participation rate | 35.7% | 65.6%-29.9pp | 78.8%-43.1pp | 67.2%-31.5pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.50%-134.5pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,563 | $3,138-50.2% | $4,821-67.6% | $2,671-41.5% |
| Participant deferral / active EE | $2,149 | $3,411-37.0% | $5,682-62.2% | $4,126-47.9% |
| Admin fee / account holder | $481 | $5,951-91.9% | $13,215-96.4% | $5,651-91.5% |