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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 | $11,524 | $72,273-84.1% | $101,275-88.6% | $79,856-85.6% |
| Participation rate | 54.8% | 68.5%-13.7pp | 75.8%-21.0pp | 69.6%-14.9pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,004 | $2,691-62.7% | $3,660-72.6% | $2,471-59.4% |
| Participant deferral / active EE | $1,669 | $3,282-49.1% | $4,371-61.8% | $3,741-55.4% |
| Admin fee / account holder | $780 | $4,401-82.3% | $5,948-86.9% | $5,306-85.3% |