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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 | $7,795 | $65,704-88.1% | $94,229-91.7% | $59,633-86.9% |
| Participation rate | 49.0% | 72.1%-23.1pp | 78.8%-29.8pp | 68.7%-19.7pp |
| Annual return | -1.57% | 5.22%-6.8pp | 10.68%-12.2pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,468 | $2,021-27.4% | $3,587-59.1% | $2,203-33.4% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $513 | $4,265-88.0% | $6,269-91.8% | $4,297-88.1% |