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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 | $42,917-78.2% | $60,899-84.7% | $68,495-86.4% |
| Participation rate | 44.9% | 66.8%-21.9pp | 73.1%-28.2pp | 67.9%-23.0pp |
| Annual return | -17.24% | -13.99%-3.3pp | 16.92%-34.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,715 | $2,867-40.2% | $3,817-55.1% | $4,028-57.4% |
| Admin fee / account holder | $440 | $3,102-85.8% | $3,225-86.4% | $5,403-91.9% |