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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 | $6,442 | $82,678-92.2% | $125,391-94.9% | $68,490-90.6% |
| Participation rate | 53.6% | 75.1%-21.5pp | 82.4%-28.8pp | 67.9%-14.3pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,767 | $3,382-47.8% | $4,816-63.3% | $2,597-32.0% |
| Participant deferral / active EE | $2,568 | $6,111-58.0% | $7,448-65.5% | $4,028-36.2% |
| Admin fee / account holder | $958 | $6,277-84.7% | $10,009-90.4% | $5,403-82.3% |