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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 | $8,018 | $52,678-84.8% | $75,784-89.4% | $59,633-86.6% |
| Participation rate | 35.0% | 67.2%-32.2pp | 75.8%-40.8pp | 68.7%-33.7pp |
| Annual return | 0.07% | 2.95%-2.9pp | 9.68%-9.6pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,074 | $2,591-58.5% | $3,652-70.6% | $3,192-66.3% |
| Admin fee / account holder | $318 | $3,610-91.2% | $5,300-94.0% | $4,297-92.6% |