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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 | $9,817 | $59,813-83.6% | $79,580-87.7% | $68,486-85.7% |
| Participation rate | 54.5% | 61.1%-6.5pp | 69.5%-14.9pp | 67.9%-13.3pp |
| Annual return | -10.82% | -12.30%+1.5pp | 0.15%-11.0pp | -7.85%-3.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,367 | $3,024-54.8% | $3,985-65.7% | $4,028-66.0% |
| Admin fee / account holder | $1,817 | $4,835-62.4% | $6,835-73.4% | $5,404-66.4% |