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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 | $5,313 | $73,839-92.8% | $143,788-96.3% | $68,495-92.2% |
| Participation rate | 54.5% | 66.7%-12.1pp | 80.3%-25.8pp | 67.9%-13.3pp |
| Annual return | -16.70% | 1.01%-17.7pp | -0.03%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,196 | $3,384-64.7% | $5,638-78.8% | $4,028-70.3% |
| Admin fee / account holder | $1,187 | $5,755-79.4% | $14,675-91.9% | $5,403-78.0% |