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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 | $16,914 | $52,911-68.0% | $73,309-76.9% | $59,633-71.6% |
| Participation rate | 47.8% | 68.2%-20.4pp | 74.9%-27.1pp | 68.7%-20.8pp |
| Annual return | -1.57% | 12.20%-13.8pp | 5.67%-7.2pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,248 | $4,069-44.8% | $4,991-55.0% | $3,192-29.6% |
| Admin fee / account holder | $5,323 | $3,835+38.8% | $5,635-5.5% | $4,297+23.9% |