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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 | $6,046 | $60,349-90.0% | $74,184-91.9% | $62,881-90.4% |
| Participation rate | 62.1% | 72.7%-10.7pp | 76.6%-14.5pp | 69.3%-7.2pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,599 | $1,680-4.8% | $2,370-32.5% | $2,281-29.9% |
| Participant deferral / active EE | $2,682 | $2,856-6.1% | $3,550-24.4% | $3,203-16.3% |
| Admin fee / account holder | $830 | $4,261-80.5% | $5,586-85.1% | $4,296-80.7% |