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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 | $8,111 | $100,811-92.0% | $86,698-90.6% | $134,545-94.0% |
| Participation rate | 68.8% | 79.0%-10.2pp | 76.6%-7.8pp | 81.2%-12.5pp |
| Annual return | 0.00% | 29.11%-29.1pp | 35.96%-36.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,829 | $3,490-47.6% | $2,837-35.5% | $4,742-61.4% |
| Participant deferral / active EE | $4,179 | $5,339-21.7% | $4,656-10.3% | $6,401-34.7% |
| Admin fee / account holder | $446 | $10,926-95.9% | $7,492-94.0% | $11,431-96.1% |