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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 | $7,448 | $153,311-95.1% | $109,313-93.2% | $273,972-97.3% |
| Participation rate | 50.0% | 80.1%-30.1pp | 71.3%-21.3pp | 83.0%-33.0pp |
| Annual return | 0.00% | 29.86%-29.9pp | 22.07%-22.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $917 | $5,619-83.7% | $3,892-76.4% | $4,869-81.2% |
| Participant deferral / active EE | $3,470 | $3,932-11.8% | $3,166+9.6% | $5,287-34.4% |
| Admin fee / account holder | $1,592 | $8,076-80.3% | $5,666-71.9% | $10,133-84.3% |