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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 | $6,463 | $71,878-91.0% | $86,698-92.5% | $68,486-90.6% |
| Participation rate | 61.3% | 72.2%-10.9pp | 76.6%-15.3pp | 67.9%-6.6pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.95%-35.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,683 | $2,173-22.6% | $2,837-40.7% | $2,597-35.2% |
| Participant deferral / active EE | $2,584 | $3,779-31.6% | $4,656-44.5% | $4,028-35.8% |
| Admin fee / account holder | $357 | $6,113-94.2% | $7,493-95.2% | $5,404-93.4% |