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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 | $9,412 | $73,863-87.3% | $143,797-93.5% | $68,490-86.3% |
| Participation rate | 22.8% | 66.7%-43.9pp | 80.3%-57.5pp | 67.9%-45.1pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,055 | $3,385-68.8% | $5,638-81.3% | $4,028-73.8% |
| Admin fee / account holder | $827 | $5,756-85.6% | $14,679-94.4% | $5,403-84.7% |