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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 | $17,654 | $64,176-72.5% | $112,249-84.3% | $66,938-73.6% |
| Participation rate | 37.3% | 68.4%-31.2pp | 75.1%-37.8pp | 69.8%-32.5pp |
| Annual return | 0.00% | -13.80%+13.8pp | 27.48%-27.5pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,120 | $3,007-62.7% | $3,636-69.2% | $2,545-56.0% |
| Participant deferral / active EE | $1,669 | $3,694-54.8% | $4,729-64.7% | $4,238-60.6% |
| Admin fee / account holder | $464 | $626-25.9% | $6,412-92.8% | $594-21.8% |