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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 | $4,528 | $167,362-97.3% | $143,799-96.9% | $134,532-96.6% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,396 | $5,620-75.2% | $4,952-71.8% | $4,741-70.6% |
| Participant deferral / active EE | $2,646 | $6,447-59.0% | $5,638-53.1% | $6,401-58.7% |
| Admin fee / account holder | $1,006 | $18,094-94.4% | $14,677-93.1% | $11,429-91.2% |