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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 | $9,556 | $48,364-80.2% | $71,796-86.7% | $62,881-84.8% |
| Participation rate | 55.8% | 60.6%-4.8pp | 69.1%-13.3pp | 69.3%-13.5pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,938 | $1,042+86.0% | $1,924+0.7% | $2,281-15.0% |
| Participant deferral / active EE | $2,704 | $2,091+29.3% | $2,794-3.2% | $3,203-15.6% |
| Admin fee / account holder | $1,197 | $3,771-68.2% | $4,815-75.1% | $4,296-72.1% |