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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 | $89,698-86.6% | $103,464-88.4% | $80,874-85.1% |
| Participation rate | 57.1% | 76.0%-18.8pp | 80.5%-23.4pp | 67.6%-10.5pp |
| Annual return | 0.00% | 22.78%-22.8pp | 23.91%-23.9pp | 35.62%-35.6pp |
| Employer contribution / active EE | $2,603 | $4,018-35.2% | $4,677-44.3% | $2,756-5.5% |
| Participant deferral / active EE | $3,514 | $5,456-35.6% | $6,624-46.9% | $4,297-18.2% |
| Admin fee / account holder | $1,142 | $6,768-83.1% | $9,410-87.9% | $6,935-83.5% |