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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 | $6,531 | $73,848-91.2% | $143,799-95.5% | $68,486-90.5% |
| Participation rate | 69.5% | 66.7%+2.8pp | 80.3%-10.8pp | 67.9%+1.6pp |
| Annual return | -18.25% | 0.91%-19.2pp | -0.04%-18.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,172 | $3,385-65.4% | $5,638-79.2% | $4,028-70.9% |
| Admin fee / account holder | $1,830 | $5,755-68.2% | $14,677-87.5% | $5,404-66.1% |