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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 | $10,013 | $72,492-86.2% | $87,102-88.5% | $72,983-86.3% |
| Participation rate | 45.7% | 72.8%-27.1pp | 76.9%-31.2pp | 69.5%-23.8pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.01%-81.0pp |
| Employer contribution / active EE | $952 | $1,894-49.8% | $2,521-62.3% | $2,440-61.0% |
| Participant deferral / active EE | $3,363 | $3,270+2.8% | $4,048-16.9% | $3,608-6.8% |
| Admin fee / account holder | $1,322 | $5,055-73.8% | $7,491-82.4% | $5,124-74.2% |