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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 | $9,074 | $106,247-91.5% | $96,515-90.6% | $139,466-93.5% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 0.00% | 38.47%-38.5pp | 35.73%-35.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,673 | $4,106-59.3% | $3,740-55.3% | $4,754-64.8% |
| Participant deferral / active EE | $4,745 | $5,456-13.0% | $4,880-2.8% | $6,712-29.3% |
| Admin fee / account holder | $687 | $7,885-91.3% | $6,735-89.8% | $11,409-94.0% |