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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 | $7,194 | $52,580-86.3% | $71,671-90.0% | $70,126-89.7% |
| Participation rate | 68.8% | 60.9%+7.9pp | 68.7%0pp | 69.5%-0.8pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,780 | $1,616+10.1% | $2,460-27.7% | $2,343-24.0% |
| Participant deferral / active EE | $3,408 | $2,386+42.8% | $3,438-0.9% | $3,332+2.3% |
| Admin fee / account holder | $563 | $3,653-84.6% | $5,558-89.9% | $4,645-87.9% |