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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 | $19,809 | $167,533-88.2% | $151,645-86.9% | $134,545-85.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -21.02% | 7.81%-28.8pp | 3.34%-24.4pp | 418.37%-439.4pp |
| Employer contribution / active EE | $2,666 | $6,828-61.0% | $6,165-56.8% | $4,742-43.8% |
| Participant deferral / active EE | $5,686 | $8,985-36.7% | $8,363-32.0% | $6,401-11.2% |
| Admin fee / account holder | $4,548 | $13,781-67.0% | $11,614-60.8% | $11,431-60.2% |