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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 | $18,810 | $56,200-66.5% | $67,653-72.2% | $59,633-68.5% |
| Participation rate | 53.5% | 71.5%-18.0pp | 75.7%-22.2pp | 68.7%-15.2pp |
| Annual return | -1.62% | 18506.71%-18508.3pp | 6625.22%-6626.8pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $1,383 | $1,615-14.3% | $2,266-38.9% | $2,203-37.2% |
| Participant deferral / active EE | $1,565 | $2,843-45.0% | $3,560-56.0% | $3,192-51.0% |
| Admin fee / account holder | $803 | $3,959-79.7% | $4,821-83.3% | $4,297-81.3% |