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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 | $18,288 | $72,177-74.7% | $115,038-84.1% | $59,633-69.3% |
| Participation rate | 56.8% | 72.6%-15.8pp | 81.4%-24.6pp | 68.7%-11.9pp |
| Annual return | -1.94% | 12.02%-14.0pp | 26.14%-28.1pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $1,850 | $2,841-34.9% | $4,608-59.8% | $2,203-16.0% |
| Participant deferral / active EE | $2,518 | $4,783-47.4% | $6,026-58.2% | $3,192-21.1% |
| Admin fee / account holder | $771 | $4,927-84.3% | $8,175-90.6% | $4,297-82.0% |