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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 | $5,272 | $48,267-89.1% | $68,794-92.3% | $68,495-92.3% |
| Participation rate | 48.5% | 60.7%-12.1pp | 69.0%-20.5pp | 67.9%-19.4pp |
| Annual return | 9.94% | -12.70%+22.6pp | -6.37%+16.3pp | -7.84%+17.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,873 | $2,867+0.2% | $3,941-27.1% | $4,028-28.7% |
| Admin fee / account holder | $1,822 | $4,362-58.2% | $4,934-63.1% | $5,403-66.3% |