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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 | $16,512 | $167,362-90.1% | $143,799-88.5% | $134,532-87.7% |
| Participation rate | 52.6% | 84.8%-32.2pp | 80.3%-27.7pp | 81.2%-28.6pp |
| Annual return | -10.88% | 0.47%-11.4pp | -0.04%-10.8pp | 418.27%-429.1pp |
| Employer contribution / active EE | $1,639 | $5,620-70.8% | $4,952-66.9% | $4,741-65.4% |
| Participant deferral / active EE | $3,659 | $6,447-43.3% | $5,638-35.1% | $6,401-42.8% |
| Admin fee / account holder | $401 | $18,094-97.8% | $14,677-97.3% | $11,429-96.5% |