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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 | $9,069 | $53,162-82.9% | $91,225-90.1% | $68,486-86.8% |
| Participation rate | 51.5% | 63.2%-11.7pp | 73.2%-21.7pp | 67.9%-16.4pp |
| Annual return | -19.43% | -3.14%-16.3pp | 114.12%-133.5pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,286 | $2,974-56.8% | $4,233-69.6% | $4,028-68.1% |
| Admin fee / account holder | $403 | $4,493-91.0% | $5,422-92.6% | $5,404-92.5% |