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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 | $8,305 | $73,848-88.8% | $143,799-94.2% | $68,486-87.9% |
| Participation rate | 61.8% | 66.7%-4.9pp | 80.3%-18.5pp | 67.9%-6.1pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $403 | $3,184-87.4% | $4,952-91.9% | $2,597-84.5% |
| Participant deferral / active EE | $1,660 | $3,385-50.9% | $5,638-70.6% | $4,028-58.8% |
| Admin fee / account holder | $619 | $5,755-89.2% | $14,677-95.8% | $5,404-88.5% |