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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 | $11,799 | $71,873-83.6% | $86,698-86.4% | $68,490-82.8% |
| Participation rate | 64.7% | 72.2%-7.5pp | 76.6%-11.9pp | 67.9%-3.2pp |
| Annual return | 0.00% | 3.54%-3.5pp | 35.96%-36.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,171 | $2,173-46.1% | $2,837-58.7% | $2,597-54.9% |
| Participant deferral / active EE | $2,115 | $3,779-44.0% | $4,656-54.6% | $4,028-47.5% |
| Admin fee / account holder | $6,295 | $6,110+3.0% | $7,492-16.0% | $5,403+16.5% |