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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 | $6,128 | $70,002-91.2% | $115,038-94.7% | $52,331-88.3% |
| Participation rate | 34.0% | 72.1%-38.1pp | 81.4%-47.4pp | 68.1%-34.1pp |
| Annual return | 0.00% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,577 | $4,920-47.6% | $6,026-57.2% | $3,022-14.7% |
| Admin fee / account holder | $317 | $566-44.0% | $8,175-96.1% | $592-46.5% |