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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 | $7,067 | $56,484-87.5% | $169,452-95.8% | $64,173-89.0% |
| Participation rate | 50.0% | 64.5%-14.5pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | 0.00% | -1.55%+1.6pp | 1.83%-1.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,637 | $1,832-10.7% | $4,157-60.6% | $2,381-31.2% |
| Participant deferral / active EE | $3,037 | $3,448-11.9% | $5,277-42.4% | $3,470-12.5% |
| Admin fee / account holder | $653 | $4,174-84.4% | $9,110-92.8% | $4,887-86.6% |