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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 | $7,156 | $100,194-92.9% | $122,979-94.2% | $86,983-91.8% |
| Participation rate | 59.6% | 73.0%-13.3pp | 77.2%-17.5pp | 69.5%-9.9pp |
| Annual return | 0.00% | 16.47%-16.5pp | 20.12%-20.1pp | 25.83%-25.8pp |
| Employer contribution / active EE | $1,410 | $2,326-39.4% | $3,062-53.9% | $2,584-45.4% |
| Participant deferral / active EE | $2,955 | $4,133-28.5% | $5,003-40.9% | $4,194-29.5% |
| Admin fee / account holder | $500 | $10,148-95.1% | $12,864-96.1% | $7,856-93.6% |