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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 | $13,522 | $59,819-77.4% | $79,583-83.0% | $68,490-80.3% |
| Participation rate | 51.6% | 61.1%-9.5pp | 69.5%-17.9pp | 67.9%-16.3pp |
| Annual return | -15.36% | -12.30%-3.1pp | 0.16%-15.5pp | -7.85%-7.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,679 | $3,025-44.5% | $3,986-57.9% | $4,028-58.3% |
| Admin fee / account holder | $1,869 | $4,835-61.4% | $6,835-72.7% | $5,403-65.4% |