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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 | $10,380 | $106,247-90.2% | $96,515-89.2% | $139,466-92.6% |
| Participation rate | 64.3% | 77.8%-13.6pp | 74.3%-10.1pp | 80.3%-16.0pp |
| Annual return | 0.00% | 38.47%-38.5pp | 35.73%-35.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $3,517 | $4,106-14.4% | $3,740-6.0% | $4,754-26.0% |
| Participant deferral / active EE | $3,428 | $5,456-37.2% | $4,880-29.8% | $6,712-48.9% |
| Admin fee / account holder | $1,256 | $7,885-84.1% | $6,735-81.4% | $11,409-89.0% |