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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 | $6,365 | $40,275-84.2% | $57,356-88.9% | $59,633-89.3% |
| Participation rate | 45.3% | 69.1%-23.8pp | 75.1%-29.7pp | 68.7%-23.3pp |
| Annual return | 0.28% | 27.52%-27.2pp | 24.41%-24.1pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $547 | $1,921-71.5% | $2,689-79.7% | $2,203-75.2% |
| Participant deferral / active EE | $840 | $2,400-65.0% | $3,162-73.4% | $3,192-73.7% |
| Admin fee / account holder | $479 | $2,820-83.0% | $3,357-85.7% | $4,297-88.8% |