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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 | $18,060 | $94,529-80.9% | $140,019-87.1% | $64,173-71.9% |
| Participation rate | 44.0% | 84.1%-40.1pp | 87.5%-43.5pp | 69.6%-25.6pp |
| Annual return | -6.86% | 7.77%-14.6pp | 651.17%-658.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,359 | $5,250-36.0% | $6,927-51.5% | $3,470-3.2% |
| Admin fee / account holder | $3,705 | $6,741-45.0% | $10,705-65.4% | $4,887-24.2% |