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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 | $6,227 | $51,708-88.0% | $106,619-94.2% | $62,881-90.1% |
| Participation rate | 50.0% | 66.9%-16.9pp | 78.0%-28.0pp | 69.3%-19.3pp |
| Annual return | 0.00% | 4.69%-4.7pp | 9.42%-9.4pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,039 | $1,764-41.1% | $3,947-73.7% | $2,281-54.4% |
| Participant deferral / active EE | $2,197 | $2,315-5.1% | $3,930-44.1% | $3,203-31.4% |
| Admin fee / account holder | $634 | $3,349-81.1% | $6,418-90.1% | $4,296-85.2% |