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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 | $15,285 | $142,392-89.3% | $119,622-87.2% | $134,532-88.6% |
| Participation rate | 30.8% | 82.8%-52.1pp | 79.3%-48.5pp | 81.2%-50.5pp |
| Annual return | 4.78% | -12.46%+17.2pp | -14.98%+19.8pp | 418.27%-413.5pp |
| Employer contribution / active EE | $5,169 | $5,224-1.0% | $4,232+22.1% | $4,741+9.0% |
| Participant deferral / active EE | $2,161 | $6,467-66.6% | $5,601-61.4% | $6,401-66.2% |
| Admin fee / account holder | $928 | $13,593-93.2% | $10,328-91.0% | $11,429-91.9% |