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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 | $7,976 | $84,518-90.6% | $67,704-88.2% | $125,389-93.6% |
| Participation rate | 50.0% | 74.8%-24.8pp | 67.5%-17.5pp | 83.2%-33.2pp |
| Annual return | -2.40% | 2.57%-5.0pp | 25.41%-27.8pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,477 | $4,430-66.7% | $3,585-58.8% | $5,352-72.4% |
| Admin fee / account holder | $4,692 | $5,340-12.1% | $4,255+10.3% | $9,541-50.8% |