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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 | $18,824 | $65,704-71.4% | $94,229-80.0% | $59,633-68.4% |
| Participation rate | 66.0% | 72.1%-6.1pp | 78.8%-12.8pp | 68.7%-2.7pp |
| Annual return | -2.01% | 5.22%-7.2pp | 10.68%-12.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,728 | $3,143-45.0% | $4,320-60.0% | $3,192-45.9% |
| Admin fee / account holder | $3,343 | $4,265-21.6% | $6,269-46.7% | $4,297-22.2% |