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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 | $8,140 | $77,816-89.5% | $123,549-93.4% | $64,181-87.3% |
| Participation rate | 48.5% | 74.7%-26.2pp | 82.3%-33.8pp | 69.6%-21.1pp |
| Annual return | -3.88% | 12.49%-16.4pp | 119.20%-123.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,180 | $5,240-39.3% | $6,426-50.5% | $3,470-8.3% |
| Admin fee / account holder | $13,383 | $5,519+142.5% | $9,284+44.1% | $4,887+173.8% |