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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 | $4,470 | $55,636-92.0% | $81,991-94.5% | $73,493-93.9% |
| Participation rate | 54.0% | 62.3%-8.3pp | 69.3%-15.3pp | 70.7%-16.7pp |
| Annual return | 0.00% | 19.07%-19.1pp | 41.31%-41.3pp | 28.51%-28.5pp |
| Employer contribution / active EE | $961 | $1,625-40.9% | $2,498-61.6% | $2,270-57.7% |
| Participant deferral / active EE | $1,342 | $2,762-51.4% | $3,722-63.9% | $3,740-64.1% |
| Admin fee / account holder | $483 | $493-2.0% | $5,665-91.5% | $513-5.9% |