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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 | $3,472 | $72,177-95.2% | $115,037-97.0% | $59,632-94.2% |
| Participation rate | 39.5% | 72.6%-33.1pp | 81.4%-41.9pp | 68.7%-29.2pp |
| Annual return | -2.35% | 12.02%-14.4pp | 26.14%-28.5pp | 2041.32%-2043.7pp |
| Employer contribution / active EE | $1,448 | $2,841-49.0% | $4,608-68.6% | $2,203-34.3% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,685 | $4,927+15.4% | $8,175-30.5% | $4,297+32.3% |