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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 | $9,565 | $59,332-83.9% | $90,223-89.4% | $59,633-84.0% |
| Participation rate | 40.0% | 71.9%-31.9pp | 79.0%-39.0pp | 68.7%-28.7pp |
| Annual return | -2.10% | 3.25%-5.4pp | 1.31%-3.4pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $982 | $3,031-67.6% | $4,378-77.6% | $2,203-55.4% |
| Participant deferral / active EE | $1,610 | $4,369-63.1% | $5,792-72.2% | $3,192-49.5% |
| Admin fee / account holder | $472 | $5,032-90.6% | $7,406-93.6% | $4,297-89.0% |