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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 | $17,742 | $167,362-89.4% | $143,799-87.7% | $134,532-86.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -18.63% | 0.47%-19.1pp | -0.04%-18.6pp | 418.27%-436.9pp |
| Employer contribution / active EE | $1,903 | $5,620-66.1% | $4,952-61.6% | $4,741-59.9% |
| Participant deferral / active EE | $2,660 | $6,447-58.7% | $5,638-52.8% | $6,401-58.4% |
| Admin fee / account holder | $3,953 | $18,094-78.2% | $14,677-73.1% | $11,429-65.4% |