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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 | $9,428 | $73,848-87.2% | $143,799-93.4% | $68,486-86.2% |
| Participation rate | 27.0% | 66.7%-39.6pp | 80.3%-53.3pp | 67.9%-40.9pp |
| Annual return | -19.25% | 0.91%-20.2pp | -0.04%-19.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $549 | $3,184-82.7% | $4,952-88.9% | $2,597-78.8% |
| Participant deferral / active EE | $1,249 | $3,385-63.1% | $5,638-77.8% | $4,028-69.0% |
| Admin fee / account holder | $4,769 | $5,755-17.1% | $14,677-67.5% | $5,404-11.7% |