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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 | $12,708 | $124,351-89.8% | $109,188-88.4% | $167,553-92.4% |
| Participation rate | 44.4% | 79.4%-35.0pp | 75.9%-31.4pp | 82.1%-37.7pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.76%-25.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,663 | $4,210-60.5% | $3,723-55.3% | $4,840-65.6% |
| Participant deferral / active EE | $2,243 | $5,257-57.3% | $4,654-51.8% | $6,343-64.6% |
| Admin fee / account holder | $437 | $7,975-94.5% | $6,755-93.5% | $12,316-96.4% |