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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 | $10,004 | $64,359-84.5% | $90,161-88.9% | $70,126-85.7% |
| Participation rate | 58.3% | 70.4%-12.1pp | 76.9%-18.5pp | 69.5%-11.2pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.89%-34.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,115 | $2,046-45.5% | $3,318-66.4% | $2,343-52.4% |
| Participant deferral / active EE | $4,569 | $4,389+4.1% | $5,287-13.6% | $3,332+37.1% |
| Admin fee / account holder | $910 | $3,945-76.9% | $5,943-84.7% | $4,645-80.4% |