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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 | $89,515-86.6% | $103,065-88.3% | $80,959-85.1% |
| Participation rate | 57.1% | 76.0%-18.9pp | 80.6%-23.4pp | 67.7%-10.5pp |
| Annual return | 0.00% | 22.82%-22.8pp | 23.95%-24.0pp | 35.67%-35.7pp |
| Employer contribution / active EE | $2,603 | $4,015-35.2% | $4,675-44.3% | $2,757-5.6% |
| Participant deferral / active EE | $3,514 | $5,463-35.7% | $6,625-47.0% | $4,300-18.3% |
| Admin fee / account holder | $1,142 | $6,527-82.5% | $9,349-87.8% | $6,925-83.5% |