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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 | $3,545 | $39,132-90.9% | $57,196-93.8% | $62,881-94.4% |
| Participation rate | 60.7% | 70.5%-9.8pp | 75.3%-14.6pp | 69.3%-8.6pp |
| Annual return | 0.00% | 9.24%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $761 | $1,874-59.4% | $2,683-71.7% | $2,281-66.7% |
| Participant deferral / active EE | $2,058 | $2,374-13.3% | $3,096-33.5% | $3,203-35.7% |
| Admin fee / account holder | $303 | $2,594-88.3% | $3,141-90.4% | $4,296-93.0% |