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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 | $17,166 | $70,002-75.5% | $115,038-85.1% | $52,331-67.2% |
| Participation rate | 41.7% | 72.1%-30.4pp | 81.4%-39.7pp | 68.1%-26.4pp |
| Annual return | -0.29% | 4.04%-4.3pp | 26.14%-26.4pp | 4.54%-4.8pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,543 | $4,920+12.7% | $6,026-8.0% | $3,022+83.4% |
| Admin fee / account holder | $6,627 | $566+1070.8% | $8,175-18.9% | $592+1020.2% |