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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 | $81,276-88.7% | $155,574-94.1% | $80,925-88.6% |
| Participation rate | 57.7% | 66.2%-8.6pp | 78.2%-20.5pp | 67.7%-10.0pp |
| Annual return | 0.00% | 33.36%-33.4pp | 64.87%-64.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,336 | $3,453+54.5% | $5,629-5.2% | $4,299+24.1% |
| Admin fee / account holder | $367 | $7,993-95.4% | $15,914-97.7% | $6,940-94.7% |