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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 | $4,776 | $56,277-91.5% | $80,976-94.1% | $62,891-92.4% |
| Participation rate | 57.6% | 69.0%-11.4pp | 75.8%-18.2pp | 69.3%-11.7pp |
| Annual return | 0.00% | 22.12%-22.1pp | 17.10%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,249 | $1,943-35.7% | $3,714-66.4% | $2,281-45.2% |
| Participant deferral / active EE | $1,834 | $4,195-56.3% | $5,696-67.8% | $3,203-42.7% |
| Admin fee / account holder | $1,083 | $3,741-71.0% | $5,516-80.4% | $4,296-74.8% |