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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 | $8,176 | $77,816-89.5% | $123,552-93.4% | $64,173-87.3% |
| Participation rate | 29.4% | 74.7%-45.3pp | 82.3%-52.9pp | 69.6%-40.2pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $975 | $3,014-67.6% | $4,628-78.9% | $2,381-59.0% |
| Participant deferral / active EE | $3,129 | $5,240-40.3% | $6,426-51.3% | $3,470-9.8% |
| Admin fee / account holder | $2,101 | $5,519-61.9% | $9,285-77.4% | $4,887-57.0% |