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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 | $4,899 | $60,349-91.9% | $74,184-93.4% | $62,881-92.2% |
| Participation rate | 36.7% | 72.7%-36.1pp | 76.6%-40.0pp | 69.3%-32.6pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $950 | $1,680-43.5% | $2,370-59.9% | $2,281-58.3% |
| Participant deferral / active EE | $1,333 | $2,856-53.3% | $3,550-62.5% | $3,203-58.4% |
| Admin fee / account holder | $594 | $4,261-86.1% | $5,586-89.4% | $4,296-86.2% |