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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 | $5,503 | $73,848-92.5% | $143,799-96.2% | $68,486-92.0% |
| Participation rate | 42.3% | 66.7%-24.4pp | 80.3%-38.0pp | 67.9%-25.6pp |
| Annual return | -19.29% | 0.91%-20.2pp | -0.04%-19.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,044 | $3,184-67.2% | $4,952-78.9% | $2,597-59.8% |
| Participant deferral / active EE | $1,365 | $3,385-59.7% | $5,638-75.8% | $4,028-66.1% |
| Admin fee / account holder | $2,212 | $5,755-61.6% | $14,677-84.9% | $5,404-59.1% |