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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 | $6,785 | $66,402-89.8% | $109,894-93.8% | $85,854-92.1% |
| Participation rate | 68.0% | 63.9%+4.1pp | 74.2%-6.2pp | 69.3%-1.3pp |
| Annual return | 0.00% | 19.59%-19.6pp | 29.46%-29.5pp | 318.56%-318.6pp |
| Employer contribution / active EE | $1,575 | $1,687-6.6% | $2,843-44.6% | $2,565-38.6% |
| Participant deferral / active EE | $2,707 | $2,842-4.8% | $4,049-33.1% | $3,952-31.5% |
| Admin fee / account holder | $816 | $4,557-82.1% | $6,066-86.5% | $6,260-87.0% |