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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 | $3,270 | $71,872-95.4% | $86,691-96.2% | $68,495-95.2% |
| Participation rate | 41.2% | 72.2%-31.1pp | 76.6%-35.4pp | 67.9%-26.7pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.94%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $957 | $2,173-56.0% | $2,837-66.3% | $2,596-63.2% |
| Participant deferral / active EE | $2,036 | $3,779-46.1% | $4,656-56.3% | $4,028-49.4% |
| Admin fee / account holder | $1,512 | $6,112-75.3% | $7,492-79.8% | $5,403-72.0% |