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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 | $10,488 | $100,194-89.5% | $122,979-91.5% | $86,983-87.9% |
| Participation rate | 34.6% | 73.0%-38.4pp | 77.2%-42.6pp | 69.5%-34.9pp |
| Annual return | 0.00% | 16.47%-16.5pp | 20.12%-20.1pp | 25.83%-25.8pp |
| Employer contribution / active EE | $1,377 | $2,326-40.8% | $3,062-55.0% | $2,584-46.7% |
| Participant deferral / active EE | $2,740 | $4,133-33.7% | $5,003-45.2% | $4,194-34.7% |
| Admin fee / account holder | $814 | $10,148-92.0% | $12,864-93.7% | $7,856-89.6% |