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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 | $20,954 | $50,643-58.6% | $106,619-80.3% | $55,167-62.0% |
| Participation rate | 41.8% | 65.6%-23.7pp | 78.0%-36.2pp | 69.0%-27.2pp |
| Annual return | 0.00% | 7.02%-7.0pp | 9.42%-9.4pp | 169.23%-169.2pp |
| Employer contribution / active EE | $797 | $1,626-51.0% | $3,947-79.8% | $1,963-59.4% |
| Participant deferral / active EE | $1,874 | $2,208-15.1% | $3,930-52.3% | $3,054-38.7% |
| Admin fee / account holder | $818 | $488+67.6% | $6,418-87.3% | $504+62.2% |