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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 | $5,905 | $72,177-91.8% | $115,038-94.9% | $59,633-90.1% |
| Participation rate | 45.2% | 72.6%-27.4pp | 81.4%-36.2pp | 68.7%-23.5pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,087 | $4,783-35.5% | $6,026-48.8% | $3,192-3.3% |
| Admin fee / account holder | $332 | $4,927-93.3% | $8,175-95.9% | $4,297-92.3% |