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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 | $7,006 | $97,027-92.8% | $83,323-91.6% | $135,382-94.8% |
| Participation rate | 57.1% | 80.4%-23.3pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -1.84% | 12.31%-14.1pp | 10.63%-12.5pp | 519.77%-521.6pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,928 | $5,964-34.2% | $5,565-29.4% | $5,609-30.0% |
| Admin fee / account holder | $14,926 | $8,427+77.1% | $7,539+98.0% | $10,829+37.8% |