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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 | $6,837 | $73,863-90.7% | $143,797-95.2% | $68,490-90.0% |
| Participation rate | 32.3% | 66.7%-34.4pp | 80.3%-48.1pp | 67.9%-35.6pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $849 | $3,185-73.3% | $4,952-82.8% | $2,597-67.3% |
| Participant deferral / active EE | $1,145 | $3,385-66.2% | $5,638-79.7% | $4,028-71.6% |
| Admin fee / account holder | $1,106 | $5,756-80.8% | $14,679-92.5% | $5,403-79.5% |