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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 | $7,155 | $76,912-90.7% | $129,118-94.5% | $68,486-89.6% |
| Participation rate | 57.7% | 69.1%-11.4pp | 77.2%-19.5pp | 67.9%-10.2pp |
| Annual return | 0.00% | -9.78%+9.8pp | -10.94%+10.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,166 | $3,243-33.2% | $5,051-57.1% | $2,597-16.6% |
| Participant deferral / active EE | $3,255 | $4,732-31.2% | $6,539-50.2% | $4,028-19.2% |
| Admin fee / account holder | $816 | $6,638-87.7% | $14,305-94.3% | $5,404-84.9% |