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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 | $7,630 | $64,920-88.2% | $103,693-92.6% | $86,983-91.2% |
| Participation rate | 26.0% | 63.6%-37.6pp | 72.6%-46.7pp | 69.5%-43.6pp |
| Annual return | 0.00% | 30.29%-30.3pp | 47.61%-47.6pp | 25.83%-25.8pp |
| Employer contribution / active EE | $786 | $2,141-63.3% | $2,920-73.1% | $2,584-69.6% |
| Participant deferral / active EE | $1,277 | $3,241-60.6% | $4,579-72.1% | $4,194-69.6% |
| Admin fee / account holder | $602 | $6,191-90.3% | $7,858-92.3% | $7,856-92.3% |