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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 | $16,963 | $67,411-74.8% | $91,004-81.4% | $70,126-75.8% |
| Participation rate | 60.5% | 71.4%-10.9pp | 75.6%-15.1pp | 69.5%-9.1pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,361 | $1,786-23.8% | $2,456-44.6% | $2,343-41.9% |
| Participant deferral / active EE | $2,047 | $2,823-27.5% | $3,548-42.3% | $3,332-38.6% |
| Admin fee / account holder | $886 | $4,236-79.1% | $5,417-83.7% | $4,645-80.9% |