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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 | $18,580 | $84,936-78.1% | $111,308-83.3% | $79,391-76.6% |
| Participation rate | 43.6% | 75.9%-32.3pp | 77.3%-33.7pp | 70.7%-27.1pp |
| Annual return | 0.00% | 17.45%-17.5pp | 54.67%-54.7pp | 116.88%-116.9pp |
| Employer contribution / active EE | $635 | $1,979-67.9% | $2,732-76.7% | $2,428-73.8% |
| Participant deferral / active EE | $2,480 | $3,888-36.2% | $4,487-44.7% | $4,046-38.7% |
| Admin fee / account holder | $380 | $537-29.3% | $7,965-95.2% | $627-39.4% |