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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 | $12,162 | $113,941-89.3% | $94,229-87.1% | $125,389-90.3% |
| Participation rate | 55.0% | 82.9%-27.9pp | 78.8%-23.8pp | 83.2%-28.2pp |
| Annual return | -1.11% | 5.29%-6.4pp | 10.68%-11.8pp | 282.24%-283.4pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,226 | $5,179-57.0% | $4,320-48.5% | $5,352-58.4% |
| Admin fee / account holder | $9,056 | $8,392+7.9% | $6,269+44.5% | $9,541-5.1% |