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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 | $15,388 | $77,472-80.1% | $100,392-84.7% | $80,935-81.0% |
| Participation rate | 45.9% | 76.9%-31.0pp | 81.5%-35.6pp | 67.7%-21.8pp |
| Annual return | 0.00% | 37.26%-37.3pp | 49.45%-49.5pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,335 | $6,818-21.7% | $8,090-34.0% | $4,299+24.1% |
| Admin fee / account holder | $725 | $5,885-87.7% | $7,904-90.8% | $6,924-89.5% |