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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 | $17,704 | $63,924-72.3% | $108,582-83.7% | $55,167-67.9% |
| Participation rate | 43.2% | 74.3%-31.1pp | 79.6%-36.4pp | 69.0%-25.8pp |
| Annual return | 13.26% | 15.31%-2.0pp | -51.70%+65.0pp | 169.23%-156.0pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,550 | $3,067-16.8% | $4,311-40.8% | $3,054-16.5% |
| Admin fee / account holder | $7,270 | $618+1077.1% | $7,645-4.9% | $504+1342.8% |