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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 | $3,784 | $73,848-94.9% | $143,799-97.4% | $68,486-94.5% |
| Participation rate | 67.9% | 66.7%+1.2pp | 80.3%-12.5pp | 67.9%0pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,280 | $3,184-59.8% | $4,952-74.2% | $2,597-50.7% |
| Participant deferral / active EE | $1,649 | $3,385-51.3% | $5,638-70.8% | $4,028-59.1% |
| Admin fee / account holder | $517 | $5,755-91.0% | $14,677-96.5% | $5,404-90.4% |