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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 | $9,084 | $64,716-86.0% | $112,258-91.9% | $68,495-86.7% |
| Participation rate | 44.8% | 67.2%-22.3pp | 75.1%-30.2pp | 67.9%-23.1pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.47%-27.5pp | -7.84%+7.8pp |
| Employer contribution / active EE | $947 | $2,746-65.5% | $3,636-74.0% | $2,596-63.5% |
| Participant deferral / active EE | $3,291 | $3,565-7.7% | $4,728-30.4% | $4,028-18.3% |
| Admin fee / account holder | $3,185 | $5,232-39.1% | $6,411-50.3% | $5,403-41.1% |