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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 | $12,027 | $89,532-86.6% | $103,447-88.4% | $80,925-85.1% |
| Participation rate | 57.1% | 76.0%-18.9pp | 80.5%-23.4pp | 67.7%-10.5pp |
| Annual return | 0.00% | 22.80%-22.8pp | 23.92%-23.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $2,603 | $4,023-35.3% | $4,678-44.4% | $2,756-5.6% |
| Participant deferral / active EE | $3,514 | $5,459-35.6% | $6,624-47.0% | $4,299-18.3% |
| Admin fee / account holder | $1,142 | $6,774-83.1% | $9,415-87.9% | $6,940-83.5% |