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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 | $6,501 | $73,019-91.1% | $90,766-92.8% | $68,490-90.5% |
| Participation rate | 56.0% | 70.8%-14.8pp | 75.7%-19.7pp | 67.9%-11.9pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,216 | $2,193+1.1% | $2,922-24.2% | $2,597-14.7% |
| Participant deferral / active EE | $3,340 | $3,626-7.9% | $4,565-26.8% | $4,028-17.1% |
| Admin fee / account holder | $975 | $5,897-83.5% | $8,446-88.5% | $5,403-81.9% |