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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 | $8,391 | $70,684-88.1% | $169,390-95.0% | $75,173-88.8% |
| Participation rate | 60.7% | 64.8%-4.1pp | 77.2%-16.5pp | 67.2%-6.5pp |
| Annual return | 0.00% | 36.38%-36.4pp | 406.07%-406.1pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,493 | $2,211-32.5% | $4,013-62.8% | $2,671-44.1% |
| Participant deferral / active EE | $2,887 | $4,310-33.0% | $6,222-53.6% | $4,126-30.0% |
| Admin fee / account holder | $813 | $5,404-85.0% | $9,015-91.0% | $5,651-85.6% |