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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 | $7,829 | $73,848-89.4% | $143,799-94.6% | $68,486-88.6% |
| Participation rate | 37.1% | 66.7%-29.5pp | 80.3%-43.2pp | 67.9%-30.8pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $803 | $3,184-74.8% | $4,952-83.8% | $2,597-69.1% |
| Participant deferral / active EE | $2,315 | $3,385-31.6% | $5,638-58.9% | $4,028-42.5% |
| Admin fee / account holder | $328 | $5,755-94.3% | $14,677-97.8% | $5,404-93.9% |