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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 | $8,567 | $50,947-83.2% | $74,551-88.5% | $64,173-86.6% |
| Participation rate | 39.4% | 61.1%-21.7pp | 69.1%-29.8pp | 69.6%-30.2pp |
| Annual return | -4.81% | -1.85%-3.0pp | 32.53%-37.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,405 | $2,302-39.0% | $3,108-54.8% | $3,470-59.5% |
| Admin fee / account holder | $7,034 | $4,221+66.6% | $5,059+39.0% | $4,887+43.9% |