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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 | $3,982 | $45,872-91.3% | $77,096-94.8% | $68,486-94.2% |
| Participation rate | 26.7% | 55.9%-29.3pp | 67.9%-41.3pp | 67.9%-41.2pp |
| Annual return | -18.72% | 1.73%-20.4pp | 42.35%-61.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $856 | $2,963-71.1% | $4,429-80.7% | $4,028-78.8% |
| Admin fee / account holder | $1,551 | $3,041-49.0% | $5,428-71.4% | $5,404-71.3% |