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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 | $6,147 | $73,848-91.7% | $143,799-95.7% | $68,486-91.0% |
| Participation rate | 44.0% | 66.7%-22.7pp | 80.3%-36.3pp | 67.9%-23.9pp |
| Annual return | -17.26% | 0.91%-18.2pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $677 | $3,184-78.7% | $4,952-86.3% | $2,597-73.9% |
| Participant deferral / active EE | $1,229 | $3,385-63.7% | $5,638-78.2% | $4,028-69.5% |
| Admin fee / account holder | $1,293 | $5,755-77.5% | $14,677-91.2% | $5,404-76.1% |