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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 | $20,291 | $113,941-82.2% | $94,229-78.5% | $125,389-83.8% |
| Participation rate | 55.6% | 82.9%-27.3pp | 78.8%-23.2pp | 83.2%-27.6pp |
| Annual return | -1.65% | 5.29%-6.9pp | 10.68%-12.3pp | 282.24%-283.9pp |
| Employer contribution / active EE | $914 | $4,727-80.7% | $3,587-74.5% | $4,866-81.2% |
| Participant deferral / active EE | $1,803 | $5,179-65.2% | $4,320-58.3% | $5,352-66.3% |
| Admin fee / account holder | $1,325 | $8,392-84.2% | $6,269-78.9% | $9,541-86.1% |