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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 | $25,412 | $110,083-76.9% | $151,628-83.2% | $68,495-62.9% |
| Participation rate | 39.1% | 84.0%-44.8pp | 87.5%-48.4pp | 67.9%-28.8pp |
| Annual return | -16.72% | -10.12%-6.6pp | 3.34%-20.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,743 | $6,526-42.6% | $8,363-55.2% | $4,028-7.1% |
| Admin fee / account holder | $9,395 | $7,718+21.7% | $11,613-19.1% | $5,403+73.9% |