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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 | $7,787 | $65,696-88.1% | $56,429-86.2% | $147,585-94.7% |
| Participation rate | 57.9% | 85.5%-27.7pp | 80.0%-22.2pp | 82.8%-24.9pp |
| Annual return | 0.00% | 13.32%-13.3pp | 19.04%-19.0pp | 578.58%-578.6pp |
| Employer contribution / active EE | $1,682 | $4,121-59.2% | $3,405-50.6% | $4,876-65.5% |
| Participant deferral / active EE | $2,509 | $4,876-48.5% | $3,951-36.5% | $5,439-53.9% |
| Admin fee / account holder | $310 | $5,947-94.8% | $4,466-93.1% | $10,886-97.2% |