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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 | $10,178 | $127,387-92.0% | $115,038-91.2% | $125,389-91.9% |
| Participation rate | 28.6% | 84.2%-55.6pp | 81.4%-52.8pp | 83.2%-54.6pp |
| Annual return | -2.28% | 31.28%-33.6pp | 26.14%-28.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $2,478 | $5,166-52.0% | $4,608-46.2% | $4,866-49.1% |
| Participant deferral / active EE | $4,000 | $6,423-37.7% | $6,026-33.6% | $5,352-25.3% |
| Admin fee / account holder | $5,051 | $9,516-46.9% | $8,175-38.2% | $9,541-47.1% |