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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 | $12,136 | $76,551-84.1% | $123,894-90.2% | $62,881-80.7% |
| Participation rate | 32.3% | 73.0%-40.7pp | 81.4%-49.2pp | 69.3%-37.0pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $971 | $2,882-66.3% | $4,617-79.0% | $2,281-57.4% |
| Participant deferral / active EE | $2,913 | $4,840-39.8% | $5,984-51.3% | $3,203-9.0% |
| Admin fee / account holder | $3,220 | $4,826-33.3% | $8,357-61.5% | $4,296-25.0% |