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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 | $24,046 | $175,646-86.3% | $129,118-81.4% | $134,532-82.1% |
| Participation rate | 64.7% | 81.6%-16.9pp | 77.2%-12.5pp | 81.2%-16.5pp |
| Annual return | -19.18% | -11.39%-7.8pp | -10.94%-8.2pp | 418.27%-437.4pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,051-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,697 | $7,970-66.2% | $6,539-58.8% | $6,401-57.9% |
| Admin fee / account holder | $2,773 | $23,578-88.2% | $14,305-80.6% | $11,429-75.7% |