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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 | $13,128 | $92,219-85.8% | $76,767-82.9% | $135,380-90.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -0.03% | 5.46%-5.5pp | 2.43%-2.5pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,408 | $4,508-24.4% | $3,852-11.5% | $5,609-39.2% |
| Admin fee / account holder | $5,159 | $10,749-52.0% | $6,675-22.7% | $10,828-52.4% |