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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 | $5,442 | $95,959-94.3% | $97,411-94.4% | $138,895-96.1% |
| Participation rate | 66.7% | 81.8%-15.2pp | 80.4%-13.7pp | 79.9%-13.3pp |
| Annual return | 0.00% | 29.30%-29.3pp | 34.72%-34.7pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,441 | $4,278-66.3% | $4,210-65.8% | $4,194-65.6% |
| Participant deferral / active EE | $3,439 | $5,876-41.5% | $5,886-41.6% | $6,396-46.2% |
| Admin fee / account holder | $2,576 | $7,555-65.9% | $7,145-64.0% | $12,562-79.5% |