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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 | $3,732 | $65,712-94.3% | $57,196-93.5% | $273,972-98.6% |
| Participation rate | 40.0% | 78.3%-38.3pp | 75.3%-35.3pp | 83.0%-43.0pp |
| Annual return | 0.00% | 22.01%-22.0pp | 14.59%-14.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $334 | $3,280-89.8% | $2,683-87.5% | $4,869-93.1% |
| Participant deferral / active EE | $4,419 | $3,782+16.8% | $3,096+42.7% | $5,287-16.4% |
| Admin fee / account holder | $6,249 | $4,838+29.2% | $3,141+99.0% | $10,133-38.3% |