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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 | $17,399 | $158,852-89.0% | $121,220-85.6% | $135,379-87.1% |
| Participation rate | 57.1% | 79.3%-22.2pp | 71.8%-14.6pp | 82.6%-25.5pp |
| Annual return | -4.68% | -0.64%-4.0pp | 16.94%-21.6pp | 519.79%-524.5pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,169 | $4,006-20.9% | $3,345-5.3% | $5,609-43.5% |
| Admin fee / account holder | $2,088 | $6,515-67.9% | $5,021-58.4% | $10,828-80.7% |