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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 | $10,580 | $54,239-80.5% | $70,098-84.9% | $68,495-84.6% |
| Participation rate | 59.5% | 64.5%-5.0pp | 70.5%-11.0pp | 67.9%-8.4pp |
| Annual return | -17.22% | -13.87%-3.4pp | 190.76%-208.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,530 | $2,957-14.4% | $3,849-34.3% | $4,028-37.2% |
| Admin fee / account holder | $4,150 | $4,691-11.5% | $6,266-33.8% | $5,403-23.2% |