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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 | $4,851 | $73,863-93.4% | $143,797-96.6% | $68,490-92.9% |
| Participation rate | 52.6% | 66.7%-14.0pp | 80.3%-27.7pp | 67.9%-15.3pp |
| Annual return | -17.23% | 0.91%-18.1pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $444 | $3,185-86.1% | $4,952-91.0% | $2,597-82.9% |
| Participant deferral / active EE | $2,067 | $3,385-38.9% | $5,638-63.3% | $4,028-48.7% |
| Admin fee / account holder | $689 | $5,756-88.0% | $14,679-95.3% | $5,403-87.2% |