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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 | $7,006 | $71,872-90.3% | $86,691-91.9% | $68,495-89.8% |
| Participation rate | 39.4% | 72.2%-32.9pp | 76.6%-37.2pp | 67.9%-28.5pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.94%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $766 | $2,173-64.8% | $2,837-73.0% | $2,596-70.5% |
| Participant deferral / active EE | $2,432 | $3,779-35.6% | $4,656-47.8% | $4,028-39.6% |
| Admin fee / account holder | $391 | $6,112-93.6% | $7,492-94.8% | $5,403-92.8% |