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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 | $17,451 | $72,177-75.8% | $115,038-84.8% | $59,633-70.7% |
| Participation rate | 41.7% | 72.6%-30.9pp | 81.4%-39.7pp | 68.7%-27.0pp |
| Annual return | -0.35% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,310 | $4,783-30.8% | $6,026-45.1% | $3,192+3.7% |
| Admin fee / account holder | $2,541 | $4,927-48.4% | $8,175-68.9% | $4,297-40.9% |