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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 | $5,777 | $93,064-93.8% | $74,577-92.3% | $273,972-97.9% |
| Participation rate | 33.3% | 74.9%-41.6pp | 68.1%-34.8pp | 83.0%-49.7pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,380 | $3,160-56.3% | $2,525-45.4% | $4,869-71.7% |
| Participant deferral / active EE | $2,122 | $4,160-49.0% | $3,458-38.6% | $5,287-59.9% |
| Admin fee / account holder | $2,072 | $5,273-60.7% | $4,138-49.9% | $10,133-79.5% |