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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 | $21,914 | $54,380-59.7% | $68,509-68.0% | $59,633-63.3% |
| Participation rate | 65.1% | 70.2%-5.1pp | 74.7%-9.6pp | 68.7%-3.6pp |
| Annual return | -0.18% | 2.83%-3.0pp | 8.27%-8.5pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,082 | $2,643-21.2% | $3,382-38.4% | $3,192-34.8% |
| Admin fee / account holder | $3,927 | $3,885+1.1% | $5,275-25.5% | $4,297-8.6% |