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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 | $6,528 | $73,863-91.2% | $143,797-95.5% | $68,490-90.5% |
| Participation rate | 10.3% | 66.7%-56.3pp | 80.3%-70.0pp | 67.9%-57.6pp |
| Annual return | -13.88% | 0.91%-14.8pp | -0.04%-13.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $524 | $3,185-83.6% | $4,952-89.4% | $2,597-79.8% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,752 | $5,756+52.0% | $14,679-40.4% | $5,403+62.0% |