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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 | $15,463 | $92,219-83.2% | $76,768-79.9% | $135,379-88.6% |
| Participation rate | 27.3% | 79.8%-52.5pp | 77.0%-49.7pp | 82.6%-55.4pp |
| Annual return | -4.11% | 5.46%-9.6pp | 2.43%-6.5pp | 519.79%-523.9pp |
| Employer contribution / active EE | $1,017 | $3,216-68.4% | $2,485-59.1% | $4,779-78.7% |
| Participant deferral / active EE | $2,313 | $4,508-48.7% | $3,852-39.9% | $5,609-58.8% |
| Admin fee / account holder | $7,399 | $10,749-31.2% | $6,675+10.8% | $10,828-31.7% |