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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 | $9,224 | $65,364-85.9% | $92,909-90.1% | $72,975-87.4% |
| Participation rate | 51.7% | 68.3%-16.6pp | 76.0%-24.3pp | 69.5%-17.8pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,508 | $2,594-41.9% | $3,653-58.7% | $2,440-38.2% |
| Participant deferral / active EE | $3,039 | $3,128-2.8% | $4,238-28.3% | $3,608-15.8% |
| Admin fee / account holder | $496 | $4,251-88.3% | $5,795-91.4% | $5,124-90.3% |