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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 | $13,553 | $50,947-73.4% | $74,551-81.8% | $64,173-78.9% |
| Participation rate | 54.1% | 61.1%-6.9pp | 69.1%-15.0pp | 69.6%-15.5pp |
| Annual return | -7.45% | -1.85%-5.6pp | 32.53%-40.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,237 | $2,302-2.8% | $3,108-28.0% | $3,470-35.5% |
| Admin fee / account holder | $998 | $4,221-76.3% | $5,059-80.3% | $4,887-79.6% |