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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 | $9,199 | $81,358-88.7% | $155,556-94.1% | $80,959-88.6% |
| Participation rate | 57.7% | 66.3%-8.6pp | 78.2%-20.5pp | 67.7%-10.0pp |
| Annual return | 0.00% | 33.39%-33.4pp | 64.84%-64.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,336 | $3,455+54.4% | $5,631-5.2% | $4,300+24.1% |
| Admin fee / account holder | $367 | $7,994-95.4% | $15,885-97.7% | $6,925-94.7% |