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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 | $18,748 | $167,504-88.8% | $151,628-87.6% | $134,509-86.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -17.42% | 7.81%-25.2pp | 3.34%-20.8pp | 418.13%-435.6pp |
| Employer contribution / active EE | $1,707 | $6,828-75.0% | $6,165-72.3% | $4,741-64.0% |
| Participant deferral / active EE | $3,445 | $8,985-61.7% | $8,363-58.8% | $6,400-46.2% |
| Admin fee / account holder | $3,541 | $13,779-74.3% | $11,613-69.5% | $11,427-69.0% |