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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 | $12,906 | $167,362-92.3% | $143,799-91.0% | $134,532-90.4% |
| Participation rate | 22.2% | 84.8%-62.6pp | 80.3%-58.1pp | 81.2%-59.0pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,198 | $5,620-78.7% | $4,952-75.8% | $4,741-74.7% |
| Participant deferral / active EE | $3,323 | $6,447-48.5% | $5,638-41.1% | $6,401-48.1% |
| Admin fee / account holder | $418 | $18,094-97.7% | $14,677-97.2% | $11,429-96.3% |