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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 | $9,644 | $97,881-90.1% | $80,004-87.9% | $125,389-92.3% |
| Participation rate | 57.1% | 77.9%-20.7pp | 73.0%-15.9pp | 83.2%-26.0pp |
| Annual return | -2.48% | 9.36%-11.8pp | 7.63%-10.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,511 | $3,744-59.7% | $3,204-52.8% | $5,352-71.8% |
| Admin fee / account holder | $1,930 | $6,278-69.3% | $5,033-61.6% | $9,541-79.8% |