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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 | $3,544 | $43,333-91.8% | $59,883-94.1% | $64,181-94.5% |
| Participation rate | 62.5% | 69.2%-6.7pp | 74.7%-12.2pp | 69.6%-7.1pp |
| Annual return | 0.00% | -1.55%+1.5pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,078 | $2,029-46.9% | $2,722-60.4% | $2,381-54.7% |
| Participant deferral / active EE | $1,643 | $2,547-35.5% | $3,402-51.7% | $3,470-52.6% |
| Admin fee / account holder | $541 | $3,006-82.0% | $3,591-84.9% | $4,887-88.9% |