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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 | $18,402 | $92,219-80.0% | $76,767-76.0% | $135,380-86.4% |
| Participation rate | 45.5% | 79.8%-34.3pp | 77.0%-31.5pp | 82.6%-37.2pp |
| Annual return | -8.70% | 5.46%-14.2pp | 2.43%-11.1pp | 519.81%-528.5pp |
| Employer contribution / active EE | $618 | $3,216-80.8% | $2,485-75.1% | $4,779-87.1% |
| Participant deferral / active EE | $2,614 | $4,508-42.0% | $3,852-32.1% | $5,609-53.4% |
| Admin fee / account holder | $337 | $10,749-96.9% | $6,675-94.9% | $10,828-96.9% |