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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 | $9,339 | $42,910-78.2% | $60,919-84.7% | $68,490-86.4% |
| Participation rate | 44.9% | 66.8%-21.8pp | 73.1%-28.2pp | 67.9%-23.0pp |
| Annual return | -17.24% | -13.99%-3.2pp | 16.96%-34.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,715 | $2,866-40.2% | $3,814-55.0% | $4,028-57.4% |
| Admin fee / account holder | $440 | $3,104-85.8% | $3,228-86.4% | $5,403-91.9% |