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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 | $5,083 | $63,082-91.9% | $81,716-93.8% | $79,852-93.6% |
| Participation rate | 45.2% | 67.5%-22.3pp | 72.0%-26.8pp | 69.6%-24.4pp |
| Annual return | 0.00% | 22.66%-22.7pp | 29.49%-29.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $764 | $1,795-57.4% | $4,310-82.3% | $2,471-69.1% |
| Participant deferral / active EE | $2,327 | $2,780-16.3% | $7,108-67.3% | $3,740-37.8% |
| Admin fee / account holder | $592 | $4,428-86.6% | $5,159-88.5% | $5,306-88.8% |