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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 | $6,387 | $73,848-91.4% | $143,799-95.6% | $68,486-90.7% |
| Participation rate | 55.2% | 66.7%-11.4pp | 80.3%-25.1pp | 67.9%-12.7pp |
| Annual return | -18.89% | 0.91%-19.8pp | -0.04%-18.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,220 | $3,385-64.0% | $5,638-78.4% | $4,028-69.7% |
| Admin fee / account holder | $462 | $5,755-92.0% | $14,677-96.9% | $5,404-91.4% |