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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 | $3,821 | $73,863-94.8% | $143,797-97.3% | $68,490-94.4% |
| Participation rate | 42.4% | 66.7%-24.2pp | 80.3%-37.9pp | 67.9%-25.5pp |
| Annual return | -15.07% | 0.91%-16.0pp | -0.04%-15.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $963 | $3,185-69.8% | $4,952-80.5% | $2,597-62.9% |
| Participant deferral / active EE | $1,575 | $3,385-53.5% | $5,638-72.1% | $4,028-60.9% |
| Admin fee / account holder | $492 | $5,756-91.4% | $14,679-96.6% | $5,403-90.9% |