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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 | $4,671 | $76,551-93.9% | $123,894-96.2% | $62,881-92.6% |
| Participation rate | 68.4% | 73.0%-4.6pp | 81.4%-13.1pp | 69.3%-1.0pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $999 | $2,882-65.3% | $4,617-78.4% | $2,281-56.2% |
| Participant deferral / active EE | $3,016 | $4,840-37.7% | $5,984-49.6% | $3,203-5.8% |
| Admin fee / account holder | $451 | $4,826-90.7% | $8,357-94.6% | $4,296-89.5% |