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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 | $7,646 | $40,275-81.0% | $57,356-86.7% | $59,633-87.2% |
| Participation rate | 37.5% | 69.1%-31.6pp | 75.1%-37.6pp | 68.7%-31.2pp |
| Annual return | 0.00% | 27.52%-27.5pp | 24.41%-24.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $982 | $1,921-48.9% | $2,689-63.5% | $2,203-55.4% |
| Participant deferral / active EE | $1,458 | $2,400-39.3% | $3,162-53.9% | $3,192-54.3% |
| Admin fee / account holder | $1,331 | $2,820-52.8% | $3,357-60.4% | $4,297-69.0% |