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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 | $9,994 | $95,188-89.5% | $76,518-86.9% | $135,380-92.6% |
| Participation rate | 45.5% | 74.4%-28.9pp | 68.0%-22.5pp | 82.6%-37.2pp |
| Annual return | 0.80% | 4.85%-4.0pp | -0.27%+1.1pp | 519.81%-519.0pp |
| Employer contribution / active EE | $162 | $3,303-95.1% | $2,647-93.9% | $4,779-96.6% |
| Participant deferral / active EE | $664 | $4,640-85.7% | $3,836-82.7% | $5,609-88.2% |
| Admin fee / account holder | $4,292 | $6,249-31.3% | $4,849-11.5% | $10,828-60.4% |