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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 | $5,370 | $95,188-94.4% | $76,518-93.0% | $135,380-96.0% |
| Participation rate | 15.0% | 74.4%-59.4pp | 68.0%-53.0pp | 82.6%-67.6pp |
| Annual return | 0.00% | 4.85%-4.9pp | -0.27%+0.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $434 | $3,303-86.9% | $2,647-83.6% | $4,779-90.9% |
| Participant deferral / active EE | $1,212 | $4,640-73.9% | $3,836-68.4% | $5,609-78.4% |
| Admin fee / account holder | $5,294 | $6,249-15.3% | $4,849+9.2% | $10,828-51.1% |