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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 | $10,325 | $115,903-91.1% | $100,528-89.7% | $158,966-93.5% |
| Participation rate | 62.5% | 81.6%-19.1pp | 79.4%-16.9pp | 82.0%-19.5pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,341 | $4,105-43.0% | $3,419-31.5% | $4,762-50.8% |
| Participant deferral / active EE | $5,755 | $6,677-13.8% | $6,271-8.2% | $5,983-3.8% |
| Admin fee / account holder | $4,587 | $11,000-58.3% | $8,084-43.3% | $11,250-59.2% |