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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 | $6,466 | $69,012-90.6% | $160,009-96.0% | $68,486-90.6% |
| Participation rate | 57.4% | 65.4%-8.0pp | 78.0%-20.6pp | 67.9%-10.5pp |
| Annual return | 0.00% | -9.65%+9.7pp | 408.85%-408.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,278 | $2,212-42.3% | $4,225-69.8% | $2,597-50.8% |
| Participant deferral / active EE | $2,966 | $4,212-29.6% | $6,183-52.0% | $4,028-26.3% |
| Admin fee / account holder | $463 | $4,798-90.3% | $8,715-94.7% | $5,404-91.4% |