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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 | $10,327 | $76,696-86.5% | $96,515-89.3% | $71,511-85.6% |
| Participation rate | 35.6% | 66.6%-30.9pp | 74.3%-38.7pp | 67.9%-32.3pp |
| Annual return | 0.00% | 48.32%-48.3pp | 35.73%-35.7pp | 28.86%-28.9pp |
| Employer contribution / active EE | $1,022 | $3,032-66.3% | $3,740-72.7% | $2,589-60.5% |
| Participant deferral / active EE | $1,773 | $3,770-53.0% | $4,880-63.7% | $4,291-58.7% |
| Admin fee / account holder | $380 | $2,030-81.3% | $6,735-94.4% | $1,588-76.1% |