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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 | $16,561 | $56,894-70.9% | $84,753-80.5% | $62,881-73.7% |
| Participation rate | 48.8% | 68.5%-19.8pp | 76.6%-27.8pp | 69.3%-20.5pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $716 | $2,400-70.1% | $3,574-80.0% | $2,281-68.6% |
| Participant deferral / active EE | $1,849 | $2,709-31.7% | $3,712-50.2% | $3,203-42.3% |
| Admin fee / account holder | $1,582 | $3,581-55.8% | $5,333-70.3% | $4,296-63.2% |