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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 | $5,507 | $76,912-92.8% | $129,118-95.7% | $68,486-92.0% |
| Participation rate | 43.6% | 69.1%-25.5pp | 77.2%-33.7pp | 67.9%-24.3pp |
| Annual return | 68.47% | -9.78%+78.3pp | -10.94%+79.4pp | -7.85%+76.3pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,051-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,380 | $4,732-49.7% | $6,539-63.6% | $4,028-40.9% |
| Admin fee / account holder | $2,318 | $6,638-65.1% | $14,305-83.8% | $5,404-57.1% |