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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 | $16,380 | $167,362-90.2% | $143,799-88.6% | $134,532-87.8% |
| Participation rate | 41.7% | 84.8%-43.2pp | 80.3%-38.6pp | 81.2%-39.6pp |
| Annual return | -20.05% | 0.47%-20.5pp | -0.04%-20.0pp | 418.27%-438.3pp |
| Employer contribution / active EE | $1,149 | $5,620-79.6% | $4,952-76.8% | $4,741-75.8% |
| Participant deferral / active EE | $2,743 | $6,447-57.5% | $5,638-51.4% | $6,401-57.2% |
| Admin fee / account holder | $2,374 | $18,094-86.9% | $14,677-83.8% | $11,429-79.2% |