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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 | $9,256 | $105,856-91.3% | $90,161-89.7% | $147,585-93.7% |
| Participation rate | 36.4% | 79.7%-43.4pp | 76.9%-40.5pp | 82.8%-46.5pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.89%-34.9pp | 578.58%-578.6pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,080 | $5,733-28.8% | $5,287-22.8% | $5,439-25.0% |
| Admin fee / account holder | $2,116 | $8,046-73.7% | $5,943-64.4% | $10,886-80.6% |