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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 | $6,072 | $45,087-86.5% | $69,483-91.3% | $72,976-91.7% |
| Participation rate | 66.7% | 68.5%-1.8pp | 74.6%-7.9pp | 69.5%-2.8pp |
| Annual return | 0.00% | 22.67%-22.7pp | 28.99%-29.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,397 | $2,055-32.0% | $2,780-49.7% | $2,440-42.7% |
| Participant deferral / active EE | $2,592 | $2,603-0.4% | $3,537-26.7% | $3,608-28.2% |
| Admin fee / account holder | $341 | $3,057-88.8% | $3,841-91.1% | $5,124-93.3% |