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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 | $7,660 | $77,816-90.2% | $123,549-93.8% | $64,181-88.1% |
| Participation rate | 40.0% | 74.7%-34.7pp | 82.3%-42.3pp | 69.6%-29.6pp |
| Annual return | -7.41% | 12.49%-19.9pp | 119.20%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,925 | $5,240-44.2% | $6,426-54.5% | $3,470-15.7% |
| Admin fee / account holder | $4,490 | $5,519-18.6% | $9,284-51.6% | $4,887-8.1% |