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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 | $10,555 | $93,064-88.7% | $74,577-85.8% | $273,972-96.1% |
| Participation rate | 68.8% | 74.9%-6.2pp | 68.1%+0.6pp | 83.0%-14.3pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,855 | $3,160-41.3% | $2,525-26.5% | $4,869-61.9% |
| Participant deferral / active EE | $3,452 | $4,160-17.0% | $3,458-0.2% | $5,287-34.7% |
| Admin fee / account holder | $8,286 | $5,273+57.1% | $4,138+100.2% | $10,133-18.2% |