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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 | $7,553 | $72,027-89.5% | $185,835-95.9% | $79,852-90.5% |
| Participation rate | 46.9% | 65.8%-18.9pp | 78.0%-31.1pp | 69.6%-22.7pp |
| Annual return | 0.00% | 23.13%-23.1pp | 35.96%-36.0pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,156 | $1,965-41.2% | $4,087-71.7% | $2,471-53.2% |
| Participant deferral / active EE | $2,301 | $3,780-39.1% | $5,633-59.1% | $3,740-38.5% |
| Admin fee / account holder | $1,525 | $4,513-66.2% | $9,502-84.0% | $5,306-71.3% |