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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 | $10,670 | $45,438-76.5% | $80,004-86.7% | $59,633-82.1% |
| Participation rate | 43.9% | 63.7%-19.8pp | 73.0%-29.1pp | 68.7%-24.7pp |
| Annual return | -2.45% | 5.10%-7.6pp | 7.63%-10.1pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,356 | $2,231+5.6% | $3,204-26.5% | $3,192-26.2% |
| Admin fee / account holder | $2,087 | $3,464-39.8% | $5,033-58.5% | $4,297-51.4% |