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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 | $9,694 | $69,977-86.1% | $108,582-91.1% | $62,881-84.6% |
| Participation rate | 69.6% | 72.9%-3.3pp | 79.6%-9.9pp | 69.3%+0.3pp |
| Annual return | 0.00% | 10.73%-10.7pp | -51.70%+51.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,282 | $2,135+6.9% | $3,758-39.3% | $2,2810% |
| Participant deferral / active EE | $3,058 | $3,165-3.4% | $4,311-29.1% | $3,203-4.5% |
| Admin fee / account holder | $446 | $5,076-91.2% | $7,645-94.2% | $4,296-89.6% |