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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 | $18,164 | $77,817-76.7% | $123,553-85.3% | $64,173-71.7% |
| Participation rate | 51.9% | 74.7%-22.9pp | 82.3%-30.4pp | 69.6%-17.7pp |
| Annual return | -3.99% | 12.49%-16.5pp | 119.21%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $666 | $3,014-77.9% | $4,628-85.6% | $2,381-72.0% |
| Participant deferral / active EE | $2,277 | $5,240-56.5% | $6,426-64.6% | $3,470-34.4% |
| Admin fee / account holder | $2,228 | $5,519-59.6% | $9,284-76.0% | $4,887-54.4% |