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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 | $19,120 | $77,817-75.4% | $123,553-84.5% | $64,173-70.2% |
| Participation rate | 30.8% | 74.7%-43.9pp | 82.3%-51.5pp | 69.6%-38.8pp |
| Annual return | -8.13% | 12.49%-20.6pp | 119.21%-127.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,782 | $5,240-46.9% | $6,426-56.7% | $3,470-19.8% |
| Admin fee / account holder | $2,016 | $5,519-63.5% | $9,284-78.3% | $4,887-58.8% |