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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 | $18,454 | $211,946-91.3% | $169,452-89.1% | $135,380-86.4% |
| Participation rate | 47.4% | 82.6%-35.3pp | 77.8%-30.4pp | 82.6%-35.3pp |
| Annual return | -6.52% | 3.26%-9.8pp | 1.83%-8.4pp | 519.81%-526.3pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,135 | $6,075-31.9% | $5,277-21.6% | $5,609-26.3% |
| Admin fee / account holder | $6,293 | $11,472-45.1% | $9,110-30.9% | $10,828-41.9% |