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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 | $9,628 | $70,486-86.3% | $100,535-90.4% | $79,856-87.9% |
| Participation rate | 38.9% | 73.6%-34.8pp | 79.4%-40.5pp | 69.6%-30.8pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.90%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $612 | $2,165-71.7% | $3,419-82.1% | $2,471-75.3% |
| Participant deferral / active EE | $3,532 | $5,182-31.8% | $6,271-43.7% | $3,741-5.6% |
| Admin fee / account holder | $1,020 | $4,480-77.2% | $8,085-87.4% | $5,306-80.8% |