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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 | $8,764 | $59,813-85.3% | $79,580-89.0% | $68,486-87.2% |
| Participation rate | 61.5% | 61.1%+0.5pp | 69.5%-7.9pp | 67.9%-6.4pp |
| Annual return | -18.59% | -12.30%-6.3pp | 0.15%-18.7pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,380 | $3,024-21.3% | $3,985-40.3% | $4,028-40.9% |
| Admin fee / account holder | $1,956 | $4,835-59.5% | $6,835-71.4% | $5,404-63.8% |