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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 | $9,468 | $106,247-91.1% | $96,515-90.2% | $139,466-93.2% |
| Participation rate | 27.8% | 77.8%-50.1pp | 74.3%-46.6pp | 80.3%-52.6pp |
| Annual return | 0.00% | 38.47%-38.5pp | 35.73%-35.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $947 | $4,106-76.9% | $3,740-74.7% | $4,754-80.1% |
| Participant deferral / active EE | $2,069 | $5,456-62.1% | $4,880-57.6% | $6,712-69.2% |
| Admin fee / account holder | $327 | $7,885-95.9% | $6,735-95.1% | $11,409-97.1% |