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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 | $10,491 | $46,697-77.5% | $117,529-91.1% | $68,490-84.7% |
| Participation rate | 28.3% | 56.8%-28.5pp | 70.6%-42.3pp | 67.9%-39.6pp |
| Annual return | -17.50% | -14.52%-3.0pp | 29.77%-47.3pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,191 | $2,637-54.9% | $4,072-70.8% | $4,028-70.4% |
| Admin fee / account holder | $3,073 | $4,023-23.6% | $5,645-45.6% | $5,403-43.1% |