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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 | $23,667 | $83,485-71.7% | $125,195-81.1% | $72,976-67.6% |
| Participation rate | 62.5% | 73.3%-10.8pp | 79.8%-17.3pp | 69.5%-7.0pp |
| Annual return | 0.00% | 25.77%-25.8pp | 43.79%-43.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $722 | $2,346-69.2% | $3,866-81.3% | $2,440-70.4% |
| Participant deferral / active EE | $3,046 | $3,586-15.1% | $4,937-38.3% | $3,608-15.6% |
| Admin fee / account holder | $1,371 | $5,518-75.2% | $9,704-85.9% | $5,124-73.2% |