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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 | $12,867 | $56,894-77.4% | $84,753-84.8% | $62,881-79.5% |
| Participation rate | 63.5% | 68.5%-5.1pp | 76.6%-13.1pp | 69.3%-5.8pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,253 | $2,400-47.8% | $3,574-65.0% | $2,281-45.1% |
| Participant deferral / active EE | $2,792 | $2,709+3.1% | $3,712-24.8% | $3,203-12.8% |
| Admin fee / account holder | $3,382 | $3,581-5.6% | $5,333-36.6% | $4,296-21.3% |