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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 | $9,984 | $72,273-86.2% | $101,275-90.1% | $79,856-87.5% |
| Participation rate | 57.1% | 68.5%-11.3pp | 75.8%-18.7pp | 69.6%-12.5pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,250 | $2,691-16.4% | $3,660-38.5% | $2,471-9.0% |
| Participant deferral / active EE | $4,664 | $3,282+42.1% | $4,371+6.7% | $3,741+24.7% |
| Admin fee / account holder | $1,730 | $4,401-60.7% | $5,948-70.9% | $5,306-67.4% |