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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 | $7,306 | $99,345-92.6% | $84,753-91.4% | $273,972-97.3% |
| Participation rate | 52.9% | 80.7%-27.8pp | 76.6%-23.7pp | 83.0%-30.1pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,029 | $4,214-75.6% | $3,574-71.2% | $4,869-78.9% |
| Participant deferral / active EE | $1,848 | $4,270-56.7% | $3,712-50.2% | $5,287-65.1% |
| Admin fee / account holder | $443 | $6,645-93.3% | $5,333-91.7% | $10,133-95.6% |