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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 | $8,823 | $72,177-87.8% | $115,038-92.3% | $59,633-85.2% |
| Participation rate | 43.2% | 72.6%-29.3pp | 81.4%-38.1pp | 68.7%-25.4pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,112 | $2,841-60.9% | $4,608-75.9% | $2,203-49.5% |
| Participant deferral / active EE | $2,953 | $4,783-38.3% | $6,026-51.0% | $3,192-7.5% |
| Admin fee / account holder | $443 | $4,927-91.0% | $8,175-94.6% | $4,297-89.7% |