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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 | $12,599 | $51,708-75.6% | $106,619-88.2% | $62,881-80.0% |
| Participation rate | 61.2% | 66.9%-5.7pp | 78.0%-16.8pp | 69.3%-8.1pp |
| Annual return | 0.00% | 4.69%-4.7pp | 9.42%-9.4pp | 20.14%-20.1pp |
| Employer contribution / active EE | $780 | $1,764-55.8% | $3,947-80.2% | $2,281-65.8% |
| Participant deferral / active EE | $1,284 | $2,315-44.5% | $3,930-67.3% | $3,203-59.9% |
| Admin fee / account holder | $1,860 | $3,349-44.5% | $6,418-71.0% | $4,296-56.7% |