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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 | $11,517 | $55,713-79.3% | $75,901-84.8% | $72,975-84.2% |
| Participation rate | 57.6% | 61.1%-3.5pp | 69.3%-11.7pp | 69.5%-11.9pp |
| Annual return | 0.00% | 27.60%-27.6pp | 30.76%-30.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,222 | $1,687-27.6% | $2,501-51.1% | $2,440-49.9% |
| Participant deferral / active EE | $2,024 | $2,634-23.1% | $3,603-43.8% | $3,608-43.9% |
| Admin fee / account holder | $1,615 | $3,980-59.4% | $5,420-70.2% | $5,124-68.5% |