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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 | $6,643 | $127,096-94.8% | $105,736-93.7% | $135,380-95.1% |
| Participation rate | 69.2% | 82.7%-13.5pp | 76.3%-7.1pp | 82.6%-13.4pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,276 | $4,107-68.9% | $3,268-60.9% | $4,779-73.3% |
| Participant deferral / active EE | $1,883 | $5,064-62.8% | $4,080-53.8% | $5,609-66.4% |
| Admin fee / account holder | $449 | $9,087-95.1% | $6,913-93.5% | $10,828-95.9% |