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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 | $6,457 | $106,247-93.9% | $96,515-93.3% | $139,466-95.4% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 0.00% | 38.47%-38.5pp | 35.73%-35.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $814 | $4,106-80.2% | $3,740-78.2% | $4,754-82.9% |
| Participant deferral / active EE | $3,210 | $5,456-41.2% | $4,880-34.2% | $6,712-52.2% |
| Admin fee / account holder | $692 | $7,885-91.2% | $6,735-89.7% | $11,409-93.9% |