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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 | $12,420 | $45,438-72.7% | $80,004-84.5% | $59,632-79.2% |
| Participation rate | 32.1% | 63.7%-31.7pp | 73.0%-40.9pp | 68.7%-36.6pp |
| Annual return | -0.12% | 5.10%-5.2pp | 7.63%-7.8pp | 2041.32%-2041.4pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $946 | $2,231-57.6% | $3,204-70.5% | $3,192-70.4% |
| Admin fee / account holder | $2,268 | $3,464-34.5% | $5,033-54.9% | $4,297-47.2% |