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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 | $9,423 | $52,678-82.1% | $75,784-87.6% | $59,633-84.2% |
| Participation rate | 39.7% | 67.2%-27.5pp | 75.8%-36.1pp | 68.7%-29.0pp |
| Annual return | -1.32% | 2.95%-4.3pp | 9.68%-11.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,079 | $2,591-58.3% | $3,652-70.4% | $3,192-66.2% |
| Admin fee / account holder | $841 | $3,610-76.7% | $5,300-84.1% | $4,297-80.4% |