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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 | $11,971 | $82,882-85.6% | $127,803-90.6% | $72,975-83.6% |
| Participation rate | 32.9% | 71.5%-38.6pp | 79.0%-46.1pp | 69.5%-36.6pp |
| Annual return | 0.00% | 32.20%-32.2pp | 26.14%-26.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,648 | $3,346-50.8% | $4,576-64.0% | $2,440-32.5% |
| Participant deferral / active EE | $2,975 | $4,791-37.9% | $6,023-50.6% | $3,608-17.5% |
| Admin fee / account holder | $565 | $6,487-91.3% | $9,399-94.0% | $5,124-89.0% |