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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 | $5,573 | $54,320-89.7% | $67,652-91.8% | $52,331-89.4% |
| Participation rate | 63.8% | 73.6%-9.8pp | 75.7%-11.9pp | 68.1%-4.3pp |
| Annual return | 0.00% | 6.81%-6.8pp | 6625.40%-6625.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,203 | $1,544-22.1% | $2,266-46.9% | $1,882-36.1% |
| Participant deferral / active EE | $2,068 | $2,950-29.9% | $3,560-41.9% | $3,022-31.6% |
| Admin fee / account holder | $699 | $527+32.7% | $4,821-85.5% | $592+18.1% |