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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 | $10,689 | $103,949-89.7% | $69,182-84.5% | $273,972-96.1% |
| Participation rate | 23.1% | 67.4%-44.3pp | 55.1%-32.0pp | 83.0%-59.9pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.46%-41.5pp |
| Employer contribution / active EE | $390 | $1,783-78.1% | $1,206-67.7% | $4,869-92.0% |
| Participant deferral / active EE | $2,480 | $2,716-8.7% | $1,897+30.7% | $5,287-53.1% |
| Admin fee / account holder | $1,917 | $3,671-47.8% | $2,697-28.9% | $10,133-81.1% |