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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 | $8,769 | $101,063-91.3% | $81,473-89.2% | $147,585-94.1% |
| Participation rate | 46.7% | 74.5%-27.8pp | 68.0%-21.3pp | 82.8%-36.2pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.58%-578.6pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,710 | $4,242-59.7% | $3,537-51.6% | $5,439-68.6% |
| Admin fee / account holder | $1,663 | $5,812-71.4% | $4,561-63.5% | $10,886-84.7% |