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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 | $7,942 | $58,828-86.5% | $78,002-89.8% | $62,881-87.4% |
| Participation rate | 51.7% | 71.1%-19.3pp | 75.5%-23.8pp | 69.3%-17.6pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.99%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $655 | $1,672-60.8% | $2,470-73.5% | $2,281-71.3% |
| Participant deferral / active EE | $2,054 | $2,686-23.5% | $3,497-41.3% | $3,203-35.9% |
| Admin fee / account holder | $569 | $4,393-87.0% | $5,481-89.6% | $4,296-86.8% |