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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 | $16,808 | $51,708-67.5% | $106,619-84.2% | $62,881-73.3% |
| Participation rate | 33.3% | 66.9%-33.5pp | 78.0%-44.7pp | 69.3%-36.0pp |
| Annual return | 0.00% | 4.69%-4.7pp | 9.42%-9.4pp | 20.14%-20.1pp |
| Employer contribution / active EE | $839 | $1,764-52.5% | $3,947-78.8% | $2,281-63.2% |
| Participant deferral / active EE | $1,408 | $2,315-39.2% | $3,930-64.2% | $3,203-56.0% |
| Admin fee / account holder | $6,451 | $3,349+92.6% | $6,418+0.5% | $4,296+50.2% |