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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 | $3,638 | $40,264-91.0% | $57,349-93.7% | $59,633-93.9% |
| Participation rate | 61.7% | 69.2%-7.5pp | 75.1%-13.4pp | 68.7%-7.0pp |
| Annual return | -1.31% | 27.51%-28.8pp | 24.40%-25.7pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $706 | $2,400-70.6% | $3,162-77.7% | $3,192-77.9% |
| Admin fee / account holder | $387 | $2,819-86.3% | $3,356-88.5% | $4,297-91.0% |