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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 | $9,580 | $87,705-89.1% | $63,517-84.9% | $125,393-92.4% |
| Participation rate | 53.8% | 77.0%-23.2pp | 71.0%-17.2pp | 83.2%-29.3pp |
| Annual return | -1.63% | 21.70%-23.3pp | -70.30%+68.7pp | 282.23%-283.9pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,911 | $3,939-26.1% | $2,953-1.4% | $5,351-45.6% |
| Admin fee / account holder | $1,039 | $11,948-91.3% | $5,892-82.4% | $9,541-89.1% |