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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 | $16,419 | $113,941-85.6% | $94,229-82.6% | $125,389-86.9% |
| Participation rate | 59.1% | 82.9%-23.8pp | 78.8%-19.7pp | 83.2%-24.1pp |
| Annual return | -2.70% | 5.29%-8.0pp | 10.68%-13.4pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,550 | $4,727-67.2% | $3,587-56.8% | $4,866-68.1% |
| Participant deferral / active EE | $4,391 | $5,179-15.2% | $4,320+1.6% | $5,352-18.0% |
| Admin fee / account holder | $2,510 | $8,392-70.1% | $6,269-60.0% | $9,541-73.7% |