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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 | $6,573 | $37,446-82.4% | $77,552-91.5% | $79,856-91.8% |
| Participation rate | 16.0% | 41.5%-25.5pp | 54.2%-38.2pp | 69.6%-53.6pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $158 | $637-75.2% | $987-84.0% | $2,471-93.6% |
| Participant deferral / active EE | $765 | $1,261-39.4% | $1,861-58.9% | $3,741-79.6% |
| Admin fee / account holder | $1,820 | $2,506-27.4% | $2,859-36.4% | $5,306-65.7% |