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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 | $6,738 | $81,331-91.7% | $155,534-95.7% | $80,935-91.7% |
| Participation rate | 24.4% | 66.3%-41.9pp | 78.2%-53.8pp | 67.7%-43.3pp |
| Annual return | 0.00% | 33.37%-33.4pp | 64.92%-64.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $640 | $3,105-79.4% | $4,675-86.3% | $2,757-76.8% |
| Participant deferral / active EE | $1,176 | $3,454-66.0% | $5,630-79.1% | $4,299-72.7% |
| Admin fee / account holder | $364 | $7,999-95.5% | $15,900-97.7% | $6,924-94.7% |