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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 | $97,550-89.2% | $120,344-91.3% | $87,485-88.0% |
| Participation rate | 34.6% | 72.8%-38.2pp | 76.7%-42.1pp | 68.9%-34.3pp |
| Annual return | 0.00% | 18.41%-18.4pp | 20.30%-20.3pp | 26.06%-26.1pp |
| Employer contribution / active EE | $1,377 | $2,291-39.9% | $3,020-54.4% | $2,596-46.9% |
| Participant deferral / active EE | $2,740 | $4,230-35.2% | $5,135-46.6% | $4,274-35.9% |
| Admin fee / account holder | $814 | $9,543-91.5% | $12,742-93.6% | $7,775-89.5% |