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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 | $5,959 | $79,438-92.5% | $106,555-94.4% | $79,391-92.5% |
| Participation rate | 8.2% | 74.2%-65.9pp | 76.1%-67.9pp | 70.7%-62.5pp |
| Annual return | 0.00% | 18.27%-18.3pp | 26.80%-26.8pp | 116.88%-116.9pp |
| Employer contribution / active EE | $1,006 | $2,235-55.0% | $2,819-64.3% | $2,428-58.6% |
| Participant deferral / active EE | $2,442 | $3,824-36.1% | $4,399-44.5% | $4,046-39.6% |
| Admin fee / account holder | $2,646 | $523+405.9% | $7,408-64.3% | $627+322.3% |