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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 | $6,577 | $45,872-85.7% | $77,100-91.5% | $68,490-90.4% |
| Participation rate | 54.8% | 55.9%-1.1pp | 67.9%-13.1pp | 67.9%-13.1pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $975 | $1,650-40.9% | $2,815-65.4% | $2,597-62.4% |
| Participant deferral / active EE | $1,170 | $2,963-60.5% | $4,430-73.6% | $4,028-71.0% |
| Admin fee / account holder | $310 | $3,041-89.8% | $5,443-94.3% | $5,403-94.3% |