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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 | $6,498 | $73,848-91.2% | $143,799-95.5% | $68,486-90.5% |
| Participation rate | 49.0% | 66.7%-17.6pp | 80.3%-31.3pp | 67.9%-18.9pp |
| Annual return | -18.31% | 0.91%-19.2pp | -0.04%-18.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,317 | $3,385-61.1% | $5,638-76.6% | $4,028-67.3% |
| Admin fee / account holder | $940 | $5,755-83.7% | $14,677-93.6% | $5,404-82.6% |