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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 | $7,909 | $106,267-92.6% | $96,520-91.8% | $139,456-94.3% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 0.00% | 38.45%-38.5pp | 35.72%-35.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,133 | $4,105-72.4% | $3,739-69.7% | $4,753-76.2% |
| Participant deferral / active EE | $1,667 | $5,454-69.4% | $4,879-65.8% | $6,711-75.2% |
| Admin fee / account holder | $866 | $7,882-89.0% | $6,733-87.1% | $11,407-92.4% |