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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 | $20,051 | $56,197-64.3% | $67,652-70.4% | $59,633-66.4% |
| Participation rate | 56.1% | 71.5%-15.4pp | 75.7%-19.6pp | 68.7%-12.6pp |
| Annual return | -0.32% | 18508.10%-18508.4pp | 6625.40%-6625.7pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $1,050 | $1,615-35.0% | $2,266-53.6% | $2,203-52.3% |
| Participant deferral / active EE | $2,539 | $2,844-10.7% | $3,560-28.7% | $3,192-20.5% |
| Admin fee / account holder | $395 | $3,958-90.0% | $4,821-91.8% | $4,297-90.8% |