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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 | $5,613 | $47,848-88.3% | $81,473-93.1% | $70,126-92.0% |
| Participation rate | 56.4% | 58.3%-1.9pp | 68.0%-11.6pp | 69.5%-13.2pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $854 | $1,527-44.1% | $2,568-66.7% | $2,343-63.5% |
| Participant deferral / active EE | $2,560 | $2,453+4.4% | $3,537-27.6% | $3,332-23.2% |
| Admin fee / account holder | $681 | $3,145-78.4% | $4,561-85.1% | $4,645-85.3% |