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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 | $8,462 | $49,025-82.7% | $87,502-90.3% | $62,881-86.5% |
| Participation rate | 55.2% | 64.9%-9.7pp | 73.8%-18.7pp | 69.3%-14.1pp |
| Annual return | 0.00% | 10.02%-10.0pp | 12.21%-12.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,102 | $1,372-19.6% | $2,550-56.8% | $2,281-51.7% |
| Participant deferral / active EE | $1,955 | $2,289-14.6% | $3,149-37.9% | $3,203-39.0% |
| Admin fee / account holder | $438 | $4,065-89.2% | $4,221-89.6% | $4,296-89.8% |