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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 | $9,177 | $73,009-87.4% | $90,760-89.9% | $68,486-86.6% |
| Participation rate | 44.8% | 70.8%-26.0pp | 75.7%-30.9pp | 67.9%-23.1pp |
| Annual return | -17.64% | -13.81%-3.8pp | -12.16%-5.5pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,592 | $3,626-56.1% | $4,565-65.1% | $4,028-60.5% |
| Admin fee / account holder | $1,343 | $5,896-77.2% | $8,444-84.1% | $5,404-75.2% |