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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 | $14,810 | $140,578-89.5% | $100,671-85.3% | $125,389-88.2% |
| Participation rate | 41.7% | 80.4%-38.7pp | 70.7%-29.0pp | 83.2%-41.5pp |
| Annual return | -1.54% | 24.67%-26.2pp | 20.43%-22.0pp | 282.24%-283.8pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,907 | $3,981-1.9% | $3,144+24.3% | $5,352-27.0% |
| Admin fee / account holder | $2,249 | $6,716-66.5% | $4,850-53.6% | $9,541-76.4% |