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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 | $3,370 | $81,840-95.9% | $63,412-94.7% | $125,389-97.3% |
| Participation rate | 41.7% | 73.0%-31.4pp | 67.1%-25.4pp | 83.2%-41.5pp |
| Annual return | 0.00% | -0.10%+0.1pp | 4.04%-4.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $667 | $2,377-71.9% | $1,814-63.2% | $4,866-86.3% |
| Participant deferral / active EE | $1,246 | $3,064-59.4% | $2,496-50.1% | $5,352-76.7% |
| Admin fee / account holder | $425 | $4,951-91.4% | $3,753-88.7% | $9,541-95.5% |