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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 | $16,335 | $176,838-90.8% | $146,685-88.9% | $167,518-90.2% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.71%-478.7pp |
| Employer contribution / active EE | $3,738 | $5,161-27.6% | $4,137-9.6% | $4,838-22.7% |
| Participant deferral / active EE | $7,466 | $6,441+15.9% | $5,507+35.6% | $6,342+17.7% |
| Admin fee / account holder | $2,869 | $13,262-78.4% | $10,281-72.1% | $12,312-76.7% |