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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 | $6,209 | $62,592-90.1% | $85,709-92.8% | $85,847-92.8% |
| Participation rate | 25.7% | 61.1%-35.4pp | 69.9%-44.1pp | 69.3%-43.6pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $608 | $1,755-65.4% | $2,619-76.8% | $2,565-76.3% |
| Participant deferral / active EE | $1,324 | $2,802-52.7% | $3,924-66.3% | $3,952-66.5% |
| Admin fee / account holder | $953 | $4,643-79.5% | $6,876-86.1% | $6,261-84.8% |