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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 | $6,873 | $111,814-93.9% | $103,374-93.4% | $145,959-95.3% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 0.00% | 24.77%-24.8pp | 24.89%-24.9pp | 561.95%-561.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,485 | $5,618-55.8% | $5,058-50.9% | $6,689-62.8% |
| Admin fee / account holder | $1,096 | $9,754-88.8% | $8,394-86.9% | $13,398-91.8% |