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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 | $14,917 | $167,362-91.1% | $143,799-89.6% | $134,532-88.9% |
| Participation rate | 20.0% | 84.8%-64.8pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,337 | $5,620-58.4% | $4,952-52.8% | $4,741-50.7% |
| Participant deferral / active EE | $2,448 | $6,447-62.0% | $5,638-56.6% | $6,401-61.8% |
| Admin fee / account holder | $409 | $18,094-97.7% | $14,677-97.2% | $11,429-96.4% |