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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 | $9,226 | $73,848-87.5% | $143,799-93.6% | $68,486-86.5% |
| Participation rate | 45.2% | 66.7%-21.5pp | 80.3%-35.2pp | 67.9%-22.7pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,431 | $3,184-55.1% | $4,952-71.1% | $2,597-44.9% |
| Participant deferral / active EE | $3,849 | $3,385+13.7% | $5,638-31.7% | $4,028-4.4% |
| Admin fee / account holder | $440 | $5,755-92.4% | $14,677-97.0% | $5,404-91.9% |