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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 | $16,446 | $100,805-83.7% | $86,698-81.0% | $134,532-87.8% |
| Participation rate | 60.0% | 79.0%-19.0pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -14.46% | 29.09%-43.6pp | 35.95%-50.4pp | 418.27%-432.7pp |
| Employer contribution / active EE | $1,703 | $3,490-51.2% | $2,837-40.0% | $4,741-64.1% |
| Participant deferral / active EE | $2,055 | $5,339-61.5% | $4,656-55.9% | $6,401-67.9% |
| Admin fee / account holder | $4,735 | $10,925-56.7% | $7,493-36.8% | $11,429-58.6% |