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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 | $9,775 | $110,083-91.1% | $151,639-93.6% | $68,486-85.7% |
| Participation rate | 59.7% | 84.0%-24.2pp | 87.5%-27.8pp | 67.9%-8.2pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.34%-3.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,259 | $4,470-49.5% | $6,165-63.3% | $2,597-13.0% |
| Participant deferral / active EE | $4,683 | $6,526-28.2% | $8,363-44.0% | $4,028+16.3% |
| Admin fee / account holder | $394 | $7,718-94.9% | $11,613-96.6% | $5,404-92.7% |