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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 | $18,306 | $113,941-83.9% | $94,229-80.6% | $125,389-85.4% |
| Participation rate | 37.5% | 82.9%-45.4pp | 78.8%-41.3pp | 83.2%-45.7pp |
| Annual return | -3.44% | 5.29%-8.7pp | 10.68%-14.1pp | 282.24%-285.7pp |
| Employer contribution / active EE | $1,413 | $4,727-70.1% | $3,587-60.6% | $4,866-71.0% |
| Participant deferral / active EE | $4,515 | $5,179-12.8% | $4,320+4.5% | $5,352-15.6% |
| Admin fee / account holder | $410 | $8,392-95.1% | $6,269-93.5% | $9,541-95.7% |