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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 | $11,139 | $46,697-76.1% | $117,533-90.5% | $68,486-83.7% |
| Participation rate | 43.8% | 56.8%-13.0pp | 70.6%-26.9pp | 67.9%-24.1pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.77%-29.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $4,466 | $1,506+196.6% | $4,179+6.9% | $2,597+72.0% |
| Participant deferral / active EE | $2,395 | $2,637-9.2% | $4,072-41.2% | $4,028-40.5% |
| Admin fee / account holder | $1,898 | $4,023-52.8% | $5,647-66.4% | $5,404-64.9% |