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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 | $12,015 | $64,729-81.4% | $112,263-89.3% | $68,490-82.5% |
| Participation rate | 47.4% | 67.2%-19.8pp | 75.1%-27.7pp | 67.9%-20.5pp |
| Annual return | -16.53% | -11.40%-5.1pp | 27.49%-44.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,726 | $3,566+4.5% | $4,729-21.2% | $4,028-7.5% |
| Admin fee / account holder | $875 | $5,222-83.2% | $6,410-86.4% | $5,403-83.8% |