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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 | $10,915 | $58,587-81.4% | $83,322-86.9% | $64,173-83.0% |
| Participation rate | 58.6% | 72.0%-13.4pp | 77.8%-19.1pp | 69.6%-10.9pp |
| Annual return | -7.83% | 9.65%-17.5pp | 10.64%-18.5pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,419 | $4,654-48.0% | $5,565-56.5% | $3,470-30.3% |
| Admin fee / account holder | $576 | $9,279-93.8% | $7,540-92.4% | $4,887-88.2% |