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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 | $17,481 | $167,362-89.6% | $143,799-87.8% | $134,532-87.0% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | -17.90% | 0.47%-18.4pp | -0.04%-17.9pp | 418.27%-436.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,801 | $6,447-56.6% | $5,638-50.3% | $6,401-56.2% |
| Admin fee / account holder | $4,848 | $18,094-73.2% | $14,677-67.0% | $11,429-57.6% |