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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 | $8,582 | $42,909-80.0% | $60,906-85.9% | $68,486-87.5% |
| Participation rate | 30.4% | 66.8%-36.3pp | 73.1%-42.7pp | 67.9%-37.5pp |
| Annual return | -18.18% | -13.99%-4.2pp | 16.94%-35.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $1,130 | $1,979-42.9% | $2,703-58.2% | $2,597-56.5% |
| Participant deferral / active EE | $1,738 | $2,866-39.4% | $3,814-54.4% | $4,028-56.8% |
| Admin fee / account holder | $11,477 | $3,104+269.8% | $3,227+255.7% | $5,404+112.4% |