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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 | $18,294 | $76,551-76.1% | $123,894-85.2% | $62,881-70.9% |
| Participation rate | 6.3% | 73.0%-66.7pp | 81.4%-75.2pp | 69.3%-63.1pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $591 | $2,882-79.5% | $4,617-87.2% | $2,281-74.1% |
| Participant deferral / active EE | $2,269 | $4,840-53.1% | $5,984-62.1% | $3,203-29.2% |
| Admin fee / account holder | $4,993 | $4,826+3.5% | $8,357-40.3% | $4,296+16.2% |