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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 | $8,394 | $72,486-88.4% | $87,103-90.4% | $72,976-88.5% |
| Participation rate | 52.5% | 72.8%-20.3pp | 76.9%-24.3pp | 69.5%-16.9pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,178 | $1,894-37.8% | $2,521-53.3% | $2,440-51.7% |
| Participant deferral / active EE | $2,413 | $3,270-26.2% | $4,049-40.4% | $3,608-33.1% |
| Admin fee / account holder | $316 | $5,055-93.8% | $7,491-95.8% | $5,124-93.8% |