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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 | $11,619 | $46,697-75.1% | $117,529-90.1% | $68,490-83.0% |
| Participation rate | 32.6% | 56.8%-24.2pp | 70.6%-38.0pp | 67.9%-35.3pp |
| Annual return | -18.67% | -14.52%-4.2pp | 29.77%-48.4pp | -7.85%-10.8pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,831 | $2,637-30.6% | $4,072-55.1% | $4,028-54.6% |
| Admin fee / account holder | $1,856 | $4,023-53.9% | $5,645-67.1% | $5,403-65.6% |