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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 | $6,163 | $97,020-93.6% | $83,322-92.6% | $135,379-95.4% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -7.09% | 12.31%-19.4pp | 10.64%-17.7pp | 519.79%-526.9pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,757 | $5,964-53.8% | $5,565-50.5% | $5,609-50.9% |
| Admin fee / account holder | $2,266 | $8,426-73.1% | $7,540-70.0% | $10,828-79.1% |