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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 | $10,699 | $59,804-82.1% | $81,982-87.0% | $79,856-86.6% |
| Participation rate | 55.2% | 61.6%-6.5pp | 69.3%-14.1pp | 69.6%-14.5pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,111 | $1,713+23.2% | $2,498-15.5% | $2,471-14.6% |
| Participant deferral / active EE | $4,580 | $2,695+69.9% | $3,722+23.0% | $3,741+22.4% |
| Admin fee / account holder | $659 | $4,288-84.6% | $5,665-88.4% | $5,306-87.6% |