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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 | $8,669 | $73,863-88.3% | $143,797-94.0% | $68,490-87.3% |
| Participation rate | 52.4% | 66.7%-14.3pp | 80.3%-27.9pp | 67.9%-15.5pp |
| Annual return | -14.61% | 0.91%-15.5pp | -0.04%-14.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $799 | $3,185-74.9% | $4,952-83.9% | $2,597-69.2% |
| Participant deferral / active EE | $1,411 | $3,385-58.3% | $5,638-75.0% | $4,028-65.0% |
| Admin fee / account holder | $1,506 | $5,756-73.8% | $14,679-89.7% | $5,403-72.1% |