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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 | $10,508 | $56,339-81.3% | $104,299-89.9% | $68,490-84.7% |
| Participation rate | 20.5% | 63.3%-42.8pp | 73.3%-52.8pp | 67.9%-47.4pp |
| Annual return | -18.83% | -9.19%-9.6pp | 24.62%-43.5pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,225 | $1,960-37.5% | $3,373-63.7% | $2,597-52.8% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,914 | $4,902+0.3% | $7,339-33.0% | $5,403-9.0% |