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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 | $5,867 | $46,697-87.4% | $117,529-95.0% | $68,490-91.4% |
| Participation rate | 36.2% | 56.8%-20.6pp | 70.6%-34.4pp | 67.9%-31.7pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.77%-29.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $926 | $1,506-38.5% | $4,179-77.8% | $2,597-64.3% |
| Participant deferral / active EE | $1,009 | $2,637-61.8% | $4,072-75.2% | $4,028-75.0% |
| Admin fee / account holder | $335 | $4,023-91.7% | $5,645-94.1% | $5,403-93.8% |