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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 | $9,067 | $158,852-94.3% | $121,220-92.5% | $135,379-93.3% |
| Participation rate | 62.5% | 79.3%-16.8pp | 71.8%-9.3pp | 82.6%-20.1pp |
| Annual return | -8.02% | -0.64%-7.4pp | 16.94%-25.0pp | 519.79%-527.8pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,624 | $4,006-9.5% | $3,345+8.3% | $5,609-35.4% |
| Admin fee / account holder | $1,300 | $6,515-80.0% | $5,021-74.1% | $10,828-88.0% |