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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 | $16,944 | $45,566-62.8% | $64,105-73.6% | $59,633-71.6% |
| Participation rate | 26.7% | 60.2%-33.5pp | 68.2%-41.5pp | 68.7%-42.0pp |
| Annual return | 0.87% | 4.95%-4.1pp | 791.24%-790.4pp | 2041.40%-2040.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,387 | $2,057-32.6% | $2,822-50.9% | $3,192-56.6% |
| Admin fee / account holder | $1,261 | $3,268-61.4% | $4,499-72.0% | $4,297-70.6% |