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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 | $7,156 | $97,550-92.7% | $120,344-94.1% | $87,485-91.8% |
| Participation rate | 59.6% | 72.8%-13.2pp | 76.7%-17.1pp | 68.9%-9.3pp |
| Annual return | 0.00% | 18.41%-18.4pp | 20.30%-20.3pp | 26.06%-26.1pp |
| Employer contribution / active EE | $1,410 | $2,291-38.4% | $3,020-53.3% | $2,596-45.7% |
| Participant deferral / active EE | $2,955 | $4,230-30.1% | $5,135-42.4% | $4,274-30.8% |
| Admin fee / account holder | $500 | $9,543-94.8% | $12,742-96.1% | $7,775-93.6% |