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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 | $14,878 | $101,778-85.4% | $164,975-91.0% | $80,925-81.6% |
| Participation rate | 64.0% | 71.8%-7.8pp | 78.6%-14.6pp | 67.7%-3.7pp |
| Annual return | 0.00% | 16.73%-16.7pp | 70.12%-70.1pp | 35.65%-35.6pp |
| Employer contribution / active EE | $1,797 | $2,954-39.2% | $4,343-58.6% | $2,756-34.8% |
| Participant deferral / active EE | $7,741 | $4,477+72.9% | $6,033+28.3% | $4,299+80.1% |
| Admin fee / account holder | $319 | $8,221-96.1% | $12,688-97.5% | $6,940-95.4% |