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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 | $13,560 | $158,852-91.5% | $121,220-88.8% | $135,380-90.0% |
| Participation rate | 33.3% | 79.3%-46.0pp | 71.8%-38.4pp | 82.6%-49.3pp |
| Annual return | -5.80% | -0.64%-5.2pp | 16.94%-22.7pp | 519.81%-525.6pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,997 | $4,006-0.2% | $3,345+19.5% | $5,609-28.7% |
| Admin fee / account holder | $5,435 | $6,515-16.6% | $5,021+8.3% | $10,828-49.8% |